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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
2024-03-31 $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 Intrmd (SPIB)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Guardian Asset Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF