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Schwab U S Large Cap Growth ETF shares owned by Elite Financial

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

Historical chart of Elite Financial 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 Elite Financial 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 Elite Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 445k 33.07
2025-06-30 $13M 446k 30.11
2025-03-31 $11M 446k 25.04
2024-12-31 $9.7M 347k 27.87

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF