Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Collaborative Wealth Managment »

Schwab U S Large Cap Growth ETF shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Collaborative Wealth Managment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$201k	6.3k	31.91

More positions owned by Collaborative Wealth Managment

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Portfolio S&p400 (SPMD)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Spdr Series Trust Nuveen Ice High (HYMB)

Spdr Series Trust Portfoli S&p1500 (SPTM)

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Apple (AAPL)

Spdr Series Trust Port Mtg Bk Etf (SPMB)

Wisdomtree Tr Floatng Rat Trea (USFR)

Global X Fds Us Pfd Etf (PFFD)

Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z