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Schwab U S Large Cap Growth ETF shares owned by Capital Squared Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Squared Financial from 13F filings

Historical chart of Capital Squared Financial 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 Capital Squared Financial 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2M 315k 29.13
2025-12-31 $10M 315k 32.62
2025-09-30 $9.8M 306k 31.91
2025-06-30 $8.0M 274k 29.21

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

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
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Northwestern Mutual Wealth Management Company
Fund Evaluation Group

View all funds holding Schwab U S Large Cap Growth ETF