CIC Wealth »

Schwab U S Large Cap Growth ETF shares owned by CIC Wealth

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

Historical chart of CIC Wealth 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 CIC Wealth 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 CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $807k 7.7k 104.18
2024-06-30 $823k 8.2k 100.84
2024-03-31 $758k 8.2k 92.72
2023-12-31 $679k 8.2k 82.96
2023-09-30 $640k 8.8k 72.72
2023-06-30 $659k 8.8k 74.95
2023-03-31 $592k 9.1k 65.17
2022-12-31 $569k 10k 55.56

More positions owned by CIC Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Expnd Tec Sc Etf (IGM)
Pepsi (PEP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
McDonald's Corporation (MCD)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CIC Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors
Ameriprise Financial

View all funds holding Schwab U S Large Cap Growth ETF