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Schwab U S Large Cap Growth ETF shares owned by Gleason Group

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

Historical chart of Gleason Group investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Gleason Group 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 Gleason Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 60k 104.18
2024-06-30 $6.0M 60k 100.84
2024-03-31 $6.4M 69k 92.72
2023-12-31 $6.1M 74k 82.96
2023-09-30 $5.3M 74k 72.72
2023-06-30 $5.6M 74k 74.95
2023-03-31 $4.8M 74k 65.17
2022-12-31 $4.0M 72k 55.56

More positions owned by Gleason Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Vanguard Extended Market ETF (VXF)
Vanguard Value ETF (VTV)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Growth ETF (VUG)
Schwab Strategic Tr us lrg cap etf (SCHX)
iShares S&P 1500 Index Fund (ITOT)
Schwab International Equity ETF (SCHF)
Ishares Core Intl Stock Etf core (IXUS)
Schwab U S Large Cap Growth ETF (SCHG)
Vanguard Emerging Markets ETF (VWO)
Vanguard Mid-Cap ETF (VO)
Sch Us Mid-cap Etf etf (SCHM)
Vanguard Small-Cap ETF (VB)

View all positions for Gleason Group

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