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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
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)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

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