Heritage Wealth Partners »

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

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

Historical chart of Heritage Wealth Partners 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 Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 3.7k 104.18
2024-06-30 $375k 3.7k 100.85

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Heritage Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Mather Group
Honkamp Krueger Financial Services
Mariner Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
McAdam
Cetera Investment Advisers
CWM
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Fort Pitt Capital

View all funds holding Schwab U S Large Cap Growth ETF