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Schwab U S Large Cap Growth ETF shares owned by Hart & Patterson Financial Group

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

Historical chart of Hart & Patterson Financial Group 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 Hart & Patterson Financial 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 Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 21k 104.18
2024-06-30 $2.1M 21k 100.84
2024-03-31 $1.8M 19k 92.72
2023-12-31 $1.7M 20k 82.96

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hart & Patterson Financial 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