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Schwab U S Large Cap Growth ETF shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 14k 31.91
2025-06-30 $2.5M 83k 29.63
2025-03-31 $2.8M 110k 25.04
2024-12-31 $3.9M 140k 27.87
2024-09-30 $3.5M 33k 103.44
2024-06-30 $3.7M 37k 100.84
2024-03-31 $3.3M 37k 88.89
2023-12-31 $4.8M 59k 81.53
2023-09-30 $4.3M 60k 71.56
2023-06-30 $4.5M 60k 74.95
2023-03-31 $3.6M 56k 65.17
2022-12-31 $3.2M 58k 55.56
2022-09-30 $4.9M 88k 55.74
2022-06-30 $4.4M 75k 58.00
2022-03-31 $5.8M 78k 74.82
2021-12-31 $5.4M 34k 158.89
2021-09-30 $4.7M 32k 148.07
2021-06-30 $4.2M 29k 146.24
2021-03-31 $3.7M 29k 129.75
2020-12-31 $2.8M 22k 128.38
2020-09-30 $2.4M 21k 115.16
2020-06-30 $2.1M 21k 101.56
2020-03-31 $1.8M 22k 79.61
2019-12-31 $1.9M 20k 92.92
2019-09-30 $1.3M 16k 84.03
2019-06-30 $987k 12k 83.17
2019-03-31 $395k 5.0k 79.33
2018-12-31 $89k 4.2k 21.26
2018-09-30 $342k 4.2k 82.01
2018-06-30 $318k 4.2k 76.22
2018-03-31 $299k 4.2k 71.67

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

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