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Schwab U S Large Cap Growth ETF shares owned by FIDELIS iM

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

Historical chart of FIDELIS iM 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 FIDELIS iM 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 FIDELIS iM

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4M 256k 32.62
2025-06-30 $6.0M 205k 29.20
2025-03-31 $5.0M 201k 25.04

More positions owned by FIDELIS iM

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for FIDELIS iM

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