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Schwab U S Large Cap Growth ETF shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 42k 104.18
2024-06-30 $4.7M 47k 100.84
2024-03-31 $4.1M 44k 92.72
2023-12-31 $3.5M 42k 82.96
2023-09-30 $2.8M 39k 72.72
2021-12-31 $249k 1.5k 163.49

More positions owned by Columbia Advisory Partners

Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Indl (XLI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Grw Etf (IWO)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Blackstone Secd Lending Common Stock (BXSL)
Costco Wholesale Corporation (COST)
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)

View all positions for Columbia Advisory Partners

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