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Schwab U S Large Cap Growth ETF shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 34k 100.84
2024-03-31 $3.1M 33k 92.72
2023-12-31 $2.7M 33k 82.96
2023-09-30 $957k 13k 72.72
2023-06-30 $1.0M 14k 74.95
2023-03-31 $904k 14k 65.17

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Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Consolidated Portfolio Review Corp

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