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Schwab U S Large Cap Growth ETF shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 190k 32.91
2025-12-31 $6.0M 184k 32.62

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Core Balanced SHS (CGBL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Tcw Etf Trust Transform System (PWRD)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Cassady Wealth & Retirement Planning

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