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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
2024-09-30 $220k 2.1k 103.97
2024-06-30 $205k 2.0k 100.99
2023-09-30 $923k 13k 72.69

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for First Heartland Consultants

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors
Ameriprise Financial

View all funds holding Schwab U S Large Cap Growth ETF