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Schwab U S Large Cap Growth ETF shares owned by Harvest Group Wealth Management

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

Historical chart of Harvest Group Wealth Management 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 Harvest Group Wealth Management 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 Harvest Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $9.2M 141k 65.17
2022-12-31 $5.7M 102k 55.56
2022-09-30 $5.6M 97k 57.55
2022-06-30 $6.0M 94k 64.13
2022-03-31 $7.9M 106k 74.82
2021-12-31 $165k 1.0k 164.02
2021-09-30 $149k 1.0k 148.11
2021-06-30 $160k 1.1k 145.59
2020-12-31 $141k 1.1k 128.30
2020-09-30 $152k 1.3k 115.33
2020-06-30 $62k 616 100.65
2020-03-31 $49k 616 79.55
2019-12-31 $57k 619 92.08
2019-09-30 $10M 122k 84.01
2019-06-30 $9.9M 119k 83.20
2019-03-31 $12M 146k 79.43
2018-12-31 $453k 6.6k 68.89
2018-09-30 $471k 5.7k 81.98
2018-06-30 $560k 7.4k 75.82
2018-03-31 $530k 7.4k 71.72
2017-12-31 $522k 7.4k 70.66

More positions owned by Harvest Group Wealth Management

SPDR S&P 500 Value ETF Etf (SPYV)
Schwab Short-term Us Treasury Etf Etf (SCHO)
iShares International ETF Etf (IXUS)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
SPDR Emerging Markets ETF Etf (SPEM)
First Trust Low Duration Opportunities Etf Etf (LMBS)
SPDR Small Cap Value ETF Etf (SPSM)
iShares MBS ETF Etf (MBB)
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)
Pimco Active Bond ETF Etf (BOND)
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)
Vanguard Mid Cap Value ETF Etf (VOE)
VanEck Fallen Angel High Yield ETF Etf (ANGL)
iShares S&P 500 Growth ETF Etf (IVW)

View all positions for Harvest Group Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors
Ameriprise Financial

View all funds holding Schwab U S Large Cap Growth ETF