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Schwab U S Large Cap Growth ETF shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value Management 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 Chevoit Value Management 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 2.5k 33.50
2025-06-30 $76k 2.5k 30.40
2025-03-31 $65k 2.5k 25.95

More positions owned by Chevoit Value Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Johnson & Johnson Stock (JNJ)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value Management

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