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Schwab U S Large Cap Growth ETF shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 96k 26.69
2024-06-30 $1.9M 18k 104.62
2024-03-31 $1.7M 19k 92.80

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci India Etf (INDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam
Bank of America Corporation
Advance Capital Management

View all funds holding Schwab U S Large Cap Growth ETF