ForthRight Wealth Management »

Schwab U S Large Cap Growth ETF shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth 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 ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 13k 31.91
2025-06-30 $267k 9.1k 29.21
2025-03-31 $228k 9.1k 25.04
2024-12-31 $233k 8.4k 27.87
2024-09-30 $218k 2.1k 104.18
2024-06-30 $211k 2.1k 100.84

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)

View all positions for ForthRight Wealth 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