Clear Retirement Advice »

Schwab U S Large Cap Growth ETF shares owned by Clear Retirement Advice

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

Historical chart of Clear Retirement Advice 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 Retirement Advice 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 Clear Retirement Advice

Quarter filed Position value Share count Share price at filing
2025-12-31 $888k 29k 31.08

More positions owned by Clear Retirement Advice

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Gold Tr Ishares New (IAU)

View all positions for Clear Retirement Advice

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Cetera Investment Advisers
Ameriprise Financial
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