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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
2024-03-31 $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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Klaviyo Com Ser A (KVYO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
IDEXX Laboratories (IDXX)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Claro Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF