Cascade Wealth Advisors »

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

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

Historical chart of Cascade 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 Cascade 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 9.0k 33.07
2025-06-30 $272k 9.0k 30.39

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF