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Schwab U S Large Cap Growth ETF shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management 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 Bright Futures Wealth Management 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $635k 20k 31.91
2025-03-31 $349k 15k 23.02
2024-12-31 $441k 16k 28.47

More positions owned by Bright Futures Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Us Small Cap Cas (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Series Trust S&p Regl Bkg (KRE)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Blackstone Mtg Tr Com Cl A (BXMT)
Innovator Etfs Trust Intl Developed (IAUG)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
NVIDIA Corporation (NVDA)

View all positions for Bright Futures Wealth Management

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
Vantagepoint Investment Advisers
Ameriprise Financial
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