Iams Wealth Management »

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

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

Historical chart of Iams 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $498k 6.0k 82.96
2023-09-30 $822k 11k 72.72
2023-06-30 $553k 7.5k 73.85
2023-03-31 $240k 3.7k 64.07
2022-12-31 $208k 3.7k 55.56

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF