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Schwab U S Large Cap Growth ETF shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth 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 CrossGen Wealth 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 360 33.84

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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
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Apple (AAPL)
Broadcom (AVGO)
Valero Energy Corporation (VLO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Amazon (AMZN)
Eaton Corporation SHS (ETN)
Goldman Sachs (GS)
Cisco Systems (CSCO)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for CrossGen Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF