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Schwab U S Large Cap Growth ETF shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2024-09-30 $961k 9.2k 104.18

More positions owned by Fi3 FINANCIAL ADVISORS

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Hillenbrand (HI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF