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

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

Historical chart of Cladis Investment Advisory 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 Cladis Investment Advisory 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 Cladis Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 7.5k 31.91
2025-06-30 $220k 7.5k 29.21
2024-12-31 $210k 7.5k 27.87

More positions owned by Cladis Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser Q (QQQ)
Eli Lilly & Co. (LLY)
International Business Machines (IBM)
Select Sector Spdr Tr Technology (XLK)
Ge Vernova (GEV)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
First Intst Bancsystem Com Cl A (FIBK)
At&t (T)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)

View all positions for Cladis Investment Advisory

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