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Schwab U S Large Cap Growth ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $305k 3.3k 92.64

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Prog Holdings Com Npv (PRG)
Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
McAdam
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF