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Schwab U S Large Cap Growth ETF shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors 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 Crewe Advisors 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 7.7k 32.62
2025-09-30 $246k 7.7k 31.91
2025-06-30 $218k 7.5k 29.21
2025-03-31 $8.7k 348 25.02
2024-12-31 $9.7k 347 27.90
2024-09-30 $9.1k 87 104.16
2023-12-31 $7.2k 87 82.66

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Ishares Tr Core S&p500 Etf (IVV)
Pacs Group Com Shs (PACS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Crewe Advisors

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
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF