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Schwab U S Large Cap Growth ETF shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth 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 Crux Wealth 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 93k 31.91
2025-06-30 $2.7M 93k 29.21

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Crux Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF