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Schwab U S Large Cap Growth ETF shares owned by FirstPurpose Wealth

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

Historical chart of FirstPurpose Wealth 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 FirstPurpose Wealth 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 FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $344k 3.7k 91.89
2023-12-31 $219k 2.6k 82.96

More positions owned by FirstPurpose Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Prog Holdings Com Npv (PRG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Phillips Edison & Co Common Stock (PECO)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for FirstPurpose Wealth

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF