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

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.1M 219k 27.87
2024-09-30 $6.5M 63k 104.18
2024-06-30 $6.1M 61k 100.84
2024-03-31 $5.4M 59k 92.72

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF