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Schwab U S Large Cap Growth ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $304k 11k 27.87
2024-09-30 $284k 2.7k 104.18
2024-06-30 $275k 2.7k 100.84
2024-03-31 $253k 2.7k 92.72
2023-06-30 $0 0 0.00
2023-03-31 $0 0 0.00

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Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF