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Schwab U S Large Cap Growth ETF shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 2.0k 100.99
2023-09-30 $923k 13k 72.69

More positions owned by First Heartland Consultants

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for First Heartland Consultants

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF