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Schwab U S Large Cap Growth ETF shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by BridgePort Financial Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.6M	144k	31.91
2025-06-30	$3.7M	128k	29.21
2025-03-31	$762k	30k	25.04
2024-12-31	$502k	19k	26.81

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management

Sei Investments

Mather Group

Financial Engines Advisors L.L.C

Charles Schwab Investment Management

LPL Financial

Advisor Group Holdings

Mariner Wealth Advisors

Ameriprise Financial

Vantagepoint Investment Advisers

Cetera Investment Advisers

Honkamp Krueger Financial Services

Raymond James Financial

Mml Investors Services

Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF

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Schwab U S Large Cap Growth ETF shares owned by BridgePort Financial Solutions

Historical chart of BridgePort Financial Solutions investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by BridgePort Financial Solutions

More positions owned by BridgePort Financial Solutions

Top funds holding Schwab U S Large Cap Growth ETF