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Schwab U S Large Cap Growth ETF shares owned by Carter Financial

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

Historical chart of Carter 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 Carter 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 Carter Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $345k 12k 29.13

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Carter 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
Cetera Investment Advisers
Vantagepoint Investment Advisers
Ameriprise Financial
Raymond James Financial
Oasis Advisors
Honkamp Krueger Financial Services
Colony

View all funds holding Schwab U S Large Cap Growth ETF