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Schwab U S Large Cap Growth ETF shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $928k 29k 32.62
2025-09-30 $978k 31k 31.91
2025-06-30 $707k 24k 29.21
2025-03-31 $478k 19k 25.04
2024-12-31 $529k 19k 27.87
2024-09-30 $547k 5.3k 104.18
2024-06-30 $238k 2.4k 100.84

More positions owned by Catalytic Wealth RIA

Tempus Ai Cl A (TEM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)
Amazon (AMZN)
Tesla Motors (TSLA)
Samsara Com Cl A (IOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Catalytic Wealth RIA

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