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Schwab U S Large Cap Growth ETF shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Diversified Portfolios 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 Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2025-12-31 $439k 14k 32.62
2025-09-30 $531k 17k 31.91
2025-06-30 $515k 18k 29.21
2025-03-31 $496k 20k 25.04
2024-12-31 $664k 24k 27.87

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View all positions for Diversified Portfolios

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