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Schwab U S Large Cap Growth ETF shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 122k 32.62
2025-06-30 $12M 418k 29.21
2024-09-30 $8.7M 84k 104.18
2024-06-30 $9.0M 90k 100.84

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Elevation Capital Advisory

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