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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
2024-03-31 $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 Cboe Vest Us Eq (BUFR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Costco Wholesale Corporation (COST)

View all positions for Columbia Advisory Partners

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