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Everstar Asset Management »

Schwab U S Large Cap Growth ETF shares owned by Everstar Asset Management

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

Historical chart of Everstar Asset 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 Everstar Asset 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 Everstar Asset Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$538k	17k	31.91
2025-06-30	$501k	17k	29.21
2025-03-31	$454k	18k	25.04
2024-12-31	$868k	31k	27.87
2024-09-30	$1.0M	10k	104.18

More positions owned by Everstar Asset Management

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Ishares Tr 1 3 Yr Treas Bd (SHY)

Ishares Tr 3 7 Yr Treas Bd (IEI)

Vanguard Index Fds Total Stk Mkt (VTI)

Select Sector Spdr Tr Technology (XLK)

Invesco Exchange Traded Fd T Divid Achievev (PFM)

Select Sector Spdr Tr Financial (XLF)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Alibaba Group Hldg Sponsored Ads (BABA)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Wisdomtree Tr Us S Cap Qty Div (DGRS)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Everstar Asset Management

Top funds holding Schwab U S Large Cap Growth ETF

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Sei Investments

Financial Engines Advisors L.L.C

Charles Schwab Investment Management

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

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