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Schwab U S Large Cap Growth ETF shares owned by Claro Advisors

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

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 110k 104.18
2024-06-30 $11M 108k 100.84
2024-03-31 $12M 125k 92.72
2023-12-31 $13M 154k 82.96
2023-09-30 $8.8M 122k 72.72
2023-06-30 $8.3M 111k 74.95
2023-03-31 $3.2M 49k 65.17
2022-12-31 $1.4M 25k 55.56

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Claro Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF