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

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

Historical chart of Capital 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 Capital 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 Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 108k 32.62
2022-12-31 $1.9M 34k 55.56

More positions owned by Capital Wealth Management

Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds S&p North Amer (NANR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Msci Eafe Smcp (HSCZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (MDYV)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)

View all positions for Capital Wealth Management

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
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF