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Schwab U S Large Cap Growth ETF shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $304k 10k 29.13
2025-12-31 $480k 15k 32.62

More positions owned by Cadia Private Client

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF