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Schwab U S Large Cap Growth ETF shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 374k 31.91
2025-06-30 $12M 393k 29.21
2025-03-31 $9.9M 394k 25.04
2024-12-31 $12M 412k 27.87
2024-09-30 $11M 105k 104.18
2024-06-30 $11M 105k 100.84
2024-03-31 $9.8M 106k 92.72
2023-12-31 $8.9M 107k 82.96
2023-09-30 $8.2M 113k 72.72
2023-06-30 $8.8M 118k 74.95
2023-03-31 $9.0M 138k 65.17
2022-12-31 $7.7M 138k 55.56
2022-09-30 $8.3M 150k 55.81
2022-06-30 $8.7M 151k 57.99
2022-03-31 $11M 151k 74.82
2021-12-31 $13M 77k 163.76
2021-09-30 $13M 90k 148.10
2021-06-30 $13M 91k 145.96
2021-03-31 $11M 81k 129.79
2020-12-31 $10M 79k 128.42
2020-09-30 $10M 89k 115.17
2020-06-30 $9.7M 96k 101.54
2020-03-31 $7.5M 95k 79.65
2019-12-31 $8.6M 93k 92.91
2019-09-30 $7.6M 91k 84.01
2019-06-30 $7.6M 91k 83.21
2019-03-31 $7.3M 92k 79.43
2018-12-31 $5.9M 85k 68.93
2018-09-30 $6.7M 81k 82.02
2018-06-30 $6.4M 85k 75.78
2018-03-31 $6.9M 96k 71.71
2017-12-31 $13M 184k 70.71
2017-09-30 $12M 186k 66.07
2017-06-30 $12M 187k 63.20
2017-03-31 $11M 185k 60.48
2016-12-31 $13M 226k 55.83
2016-09-30 $12M 221k 55.48
2016-06-30 $13M 246k 52.47
2016-03-31 $14M 259k 52.42
2015-12-31 $13M 247k 52.83
2015-09-30 $12M 232k 49.98
2015-06-30 $14M 266k 53.67
2015-03-31 $14M 260k 53.87
2014-12-31 $13M 245k 51.79
2014-09-30 $11M 230k 49.18
2014-06-30 $11M 225k 48.52

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
NVIDIA Corporation (NVDA)
Corcept Therapeutics Incorporated (CORT)
Microsoft Corporation (MSFT)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advisory Service

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