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Schwab U S Large Cap Growth ETF shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 73k 31.91
2025-06-30 $2.1M 73k 29.21
2025-03-31 $1.8M 73k 25.04
2024-12-31 $2.1M 74k 27.87
2024-09-30 $2.1M 20k 104.18
2024-06-30 $1.9M 19k 100.84
2024-03-31 $1.9M 20k 92.72
2023-12-31 $1.7M 20k 82.96
2023-09-30 $1.5M 20k 72.72
2023-06-30 $1.5M 20k 74.95
2023-03-31 $1.3M 21k 65.17
2022-12-31 $1.1M 21k 55.56
2022-09-30 $1.1M 21k 55.82
2022-06-30 $1.2M 21k 58.00
2022-03-31 $1.5M 21k 74.84
2021-12-31 $1.7M 10k 163.76
2021-09-30 $1.5M 10k 148.05
2021-06-30 $1.5M 10k 145.99
2021-03-31 $1.2M 9.6k 129.75
2020-12-31 $1.3M 9.8k 128.43
2020-09-30 $1.1M 9.2k 115.18
2020-06-30 $933k 9.2k 101.55
2020-03-31 $731k 9.2k 79.62
2019-12-31 $1.1M 12k 92.88
2019-09-30 $814k 9.7k 83.97
2019-06-30 $889k 11k 83.20
2018-12-31 $686k 9.9k 68.96
2018-09-30 $825k 10k 82.05
2018-06-30 $784k 10k 75.82
2018-03-31 $752k 11k 71.69
2017-12-31 $761k 11k 70.68
2017-09-30 $710k 11k 66.05
2017-06-30 $678k 11k 63.20
2017-03-31 $821k 14k 60.51
2016-12-31 $2.0M 36k 55.82
2016-09-30 $1.9M 34k 55.47
2016-06-30 $2.0M 38k 52.46
2016-03-31 $1.4M 27k 52.42

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

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