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Schwab U S Large Cap Growth ETF shares owned by Clear Point Advisors

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

Historical chart of Clear Point 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 Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 102k 92.72
2023-12-31 $8.5M 102k 83.06

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF