Burt Wealth Advisors »

Schwab U S Large Cap Growth ETF shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth 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 Burt Wealth Advisors 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $908k 8.7k 104.18
2024-06-30 $879k 8.7k 100.84
2024-03-31 $930k 10k 92.72
2023-12-31 $837k 10k 82.96
2023-09-30 $778k 11k 72.72
2023-06-30 $802k 11k 74.95
2023-03-31 $697k 11k 65.17
2022-12-31 $594k 11k 55.51
2022-09-30 $597k 11k 55.79
2022-06-30 $620k 11k 57.94
2022-03-31 $801k 11k 74.86
2021-12-31 $876k 5.4k 163.74
2021-09-30 $799k 5.4k 148.10
2021-06-30 $787k 5.4k 145.88
2021-03-31 $701k 5.4k 129.77
2020-12-31 $698k 5.4k 128.50
2020-09-30 $626k 5.4k 115.24
2020-06-30 $590k 5.8k 101.60
2020-03-31 $463k 5.8k 79.73
2019-12-31 $581k 6.3k 92.96
2019-09-30 $525k 6.3k 84.00
2019-06-30 $520k 6.3k 83.20
2019-03-31 $494k 6.2k 79.42
2018-12-31 $4.0M 58k 68.94
2017-06-30 $35k 597 58.63
2016-12-31 $33k 593 55.65
2016-09-30 $32k 591 54.15
2016-06-30 $24k 467 51.39
2016-03-31 $2.0k 467 4.28
2015-12-31 $24k 467 51.39
2015-09-30 $23k 467 49.25
2015-06-30 $13k 245 53.06
2015-03-31 $13k 245 53.87
2014-12-31 $13k 245 53.06

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF