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Schwab U S Large Cap Growth ETF shares owned by CWM

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

Historical chart of CWM investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $233M 7.3M 31.91
2025-06-30 $213M 7.3M 29.21
2025-03-31 $181M 7.2M 25.04
2024-12-31 $195M 7.0M 27.87
2024-09-30 $180M 1.7M 104.18
2024-06-30 $175M 1.7M 100.84
2024-03-31 $158M 1.7M 92.72
2023-12-31 $129M 1.6M 82.96
2023-09-30 $106M 1.5M 72.72
2023-06-30 $104M 1.4M 74.95
2023-03-31 $86M 1.3M 65.17
2022-12-31 $72M 1.3M 55.56
2022-09-30 $77M 1.4M 55.81
2022-06-30 $79M 1.4M 57.99
2022-03-31 $109M 1.5M 74.82
2021-12-31 $107M 652k 163.75
2021-06-30 $87M 597k 145.96
2021-03-31 $87M 597k 145.96
2020-12-31 $87M 597k 145.96
2020-09-30 $87M 597k 145.96
2020-06-30 $87M 597k 145.96
2020-03-31 $87M 597k 145.96
2019-12-31 $87M 597k 145.96
2019-09-30 $87M 597k 145.96
2019-06-30 $526k 6.3k 83.27
2019-03-31 $733k 9.2k 79.39
2018-12-31 $1.7M 25k 68.93
2018-09-30 $198k 2.4k 81.92
2018-06-30 $101k 1.3k 75.54
2018-03-31 $57k 789 72.24
2017-12-31 $56k 789 70.98
2017-09-30 $58k 873 66.44
2017-06-30 $63k 992 63.51
2017-03-31 $46k 756 60.85
2016-12-31 $42k 756 55.56
2016-09-30 $42k 756 55.56

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View all positions for CWM

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