Bullock Wealth Management Group »

Schwab U S Large Cap Growth ETF shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group 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 Bullock Wealth Management Group 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 52k 29.41
2025-12-31 $1.7M 52k 32.62

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF