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Schwab U S Large Cap Growth ETF shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset Advisors 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 Guardian Asset Advisors 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 14k 103.82
2024-06-30 $2.2M 22k 100.86
2024-03-31 $2.2M 24k 92.74
2023-12-31 $2.6M 31k 82.96

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Eli Lilly & Co. (LLY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset Advisors

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