Bogart Wealth »

Schwab U S Large Cap Growth ETF shares owned by Bogart Wealth

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 123k 104.18
2024-06-30 $13M 125k 100.84
2024-03-31 $12M 125k 92.72
2023-12-31 $11M 126k 82.96
2023-09-30 $8.9M 123k 72.72
2023-06-30 $9.2M 122k 74.95
2023-03-31 $7.8M 120k 65.17
2022-12-31 $4.6M 83k 55.56
2022-09-30 $3.4M 62k 55.81
2022-06-30 $3.4M 58k 58.00
2022-03-31 $4.1M 54k 74.82
2021-12-31 $3.7M 22k 163.76
2021-09-30 $3.2M 22k 148.07
2021-06-30 $2.6M 18k 145.95
2021-03-31 $2.1M 16k 129.77
2020-12-31 $1.8M 14k 128.36
2020-09-30 $1.1M 9.2k 115.14
2020-06-30 $800k 7.9k 101.52
2020-03-31 $553k 6.9k 79.59
2018-06-30 $63k 835 75.45
2018-03-31 $60k 835 71.86
2017-12-31 $59k 835 70.66

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Acwi Etf Etf (ACWI)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total International Stock Etf Etf (VXUS)
Capital Group Dividend Value Etf Etf (CGDV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Bogart Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF