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Schwab U S Large Cap Growth ETF shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 7.5k 29.13

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

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