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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
2024-12-31 $2.6M 95k 27.71
2024-09-30 $2.6M 96k 26.69
2024-06-30 $1.9M 18k 104.62
2024-03-31 $1.7M 19k 92.80

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Costco Wholesale Corporation (COST)
Broadcom (AVGO)

View all positions for Diversify Advisory Services

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF