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Schwab U S Large Cap Growth ETF shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners 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 Forefront Wealth Partners 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 Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 136k 31.91
2025-06-30 $1.3M 46k 27.87

More positions owned by Forefront Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Ftse Int Gvt Etf (WIP)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Vanguard World Extended Dur (EDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Mbs Etf (MBB)

View all positions for Forefront Wealth Partners

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