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Schwab U S Large Cap Growth ETF shares owned by Gilbert & Cook

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

Historical chart of Gilbert & Cook 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 Gilbert & Cook 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 Gilbert & Cook

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 42k 27.87
2024-09-30 $1.1M 11k 104.18
2024-06-30 $1.1M 11k 100.84
2024-03-31 $984k 11k 92.72
2023-12-31 $864k 10k 82.96
2023-09-30 $803k 11k 72.72
2023-06-30 $529k 7.1k 74.95

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Rus Mid Cap Etf (IWR)
Ares Capital Corporation (ARCC)
Ishares Tr Russell 2000 Etf (IWM)
John Hancock Exchange Traded Multifactr Sml (JHSC)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
United Parcel Service CL B (UPS)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Gilbert & Cook

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