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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 89k 92.72
2023-12-31 $7.7M 93k 82.96

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
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

View all funds holding Schwab U S Large Cap Growth ETF