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Schwab U S Large Cap Growth ETF shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 6.0k 34.12
2025-06-30 $212k 7.3k 29.16
2021-06-30 $15M 105k 145.96

More positions owned by CFS Investment Advisory Services

Spdr Series Trust St Str P500etf (SPYM)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr 0-3 Mth Treasury (SGOV)
Apple (AAPL)

View all positions for CFS Investment Advisory Services

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
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
Honkamp Krueger Financial Services
Mather Group
Colony
Mml Investors Services

View all funds holding Schwab U S Large Cap Growth ETF