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Schwab U S Large Cap Growth ETF shares owned by Hengehold Capital Management

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

Historical chart of Hengehold Capital 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 Hengehold Capital 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 Hengehold Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 55k 92.72
2023-12-31 $4.7M 57k 82.96
2023-09-30 $4.2M 58k 72.72
2023-06-30 $4.3M 57k 74.95
2023-03-31 $3.8M 59k 65.17
2022-12-31 $3.3M 59k 55.56
2022-09-30 $3.4M 60k 55.81
2022-06-30 $3.4M 59k 57.98
2022-03-31 $4.5M 61k 74.83
2021-12-31 $8.2M 50k 163.75
2021-09-30 $7.3M 49k 148.09
2021-06-30 $7.3M 50k 145.95
2021-03-31 $6.6M 51k 129.79
2020-12-31 $9.5M 74k 128.41
2020-09-30 $8.6M 74k 115.17
2020-06-30 $7.7M 76k 101.54
2020-03-31 $6.1M 76k 79.65
2019-12-31 $13M 145k 92.91
2019-09-30 $13M 151k 84.01
2019-06-30 $13M 158k 83.21
2019-03-31 $13M 161k 79.43
2018-12-31 $11M 161k 68.93
2018-09-30 $20M 240k 82.02
2018-06-30 $19M 252k 75.78
2018-03-31 $18M 255k 71.71
2017-12-31 $19M 270k 70.71
2017-09-30 $20M 300k 66.07
2017-06-30 $19M 303k 63.20
2017-03-31 $19M 310k 60.48
2016-12-31 $18M 317k 55.83
2016-09-30 $26M 461k 55.48
2016-06-30 $24M 461k 52.47
2016-03-31 $25M 470k 52.42
2015-12-31 $24M 451k 52.83
2015-09-30 $22M 437k 49.98
2015-06-30 $25M 459k 53.67
2015-03-31 $25M 471k 53.87
2014-12-31 $25M 475k 51.79
2014-09-30 $24M 485k 49.18
2014-06-30 $24M 491k 48.52
2014-03-31 $32M 692k 46.00
2013-12-31 $22M 477k 45.24
2013-09-30 $10M 248k 41.08

More positions owned by Hengehold Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Hengehold Capital Management

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF