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Schwab U S Large Cap Growth ETF shares owned by Essex

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

Historical chart of Essex 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 Essex 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 Essex

Quarter filed Position value Share count Share price at filing
2023-12-31 $754k 9.1k 82.96
2023-09-30 $689k 9.5k 72.72
2023-06-30 $717k 9.6k 74.95
2023-03-31 $675k 12k 55.56
2022-12-31 $675k 12k 55.56
2022-09-30 $694k 12k 55.78
2022-06-30 $722k 13k 57.97
2022-03-31 $942k 13k 74.79
2021-12-31 $1.0M 6.4k 163.75
2021-09-30 $921k 6.2k 148.12

More positions owned by Essex

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr Technology (XLK)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Goldman Sachs (GS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Advanced Micro Devices (AMD)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Deere & Company (DE)

View all positions for Essex

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF