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Schwab U S Large Cap Growth ETF shares owned by IFP Advisors

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

Historical chart of IFP Advisors 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 IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $25M 893k 27.87
2024-09-30 $23M 219k 104.18
2024-06-30 $23M 225k 100.84
2024-03-31 $21M 222k 92.72
2023-12-31 $20M 240k 82.96
2023-09-30 $18M 240k 72.72
2023-06-30 $21M 270k 75.91
2023-03-31 $20M 259k 75.91
2022-12-31 $29M 381k 76.20
2022-09-30 $25M 325k 76.29
2022-06-30 $17k 207 82.13
2022-03-31 $7.2M 91k 78.47
2021-12-31 $14M 84k 164.67
2021-09-30 $12M 79k 149.38
2021-06-30 $11M 74k 145.83
2021-03-31 $3.7M 29k 129.76
2020-12-31 $3.2M 25k 128.00
2020-09-30 $2.9M 25k 114.98
2020-06-30 $2.4M 25k 98.75
2020-03-31 $2.4M 31k 80.13
2019-12-31 $2.5M 27k 93.26
2019-09-30 $2.7M 33k 83.84
2019-03-31 $2.0k 23 86.96
2018-12-31 $1.1M 17k 68.22
2018-09-30 $1.1M 14k 82.02
2018-06-30 $801k 11k 75.80
2018-03-31 $501k 7.1k 70.71
2017-12-31 $501k 7.1k 70.71
2017-09-30 $501k 7.6k 66.04
2017-06-30 $439k 6.9k 63.21
2017-03-31 $369k 6.1k 60.49
2016-12-31 $199k 3.6k 55.90
2016-09-30 $216k 3.9k 55.50
2016-06-30 $141k 2.7k 52.36
2016-03-31 $2.0k 23 86.96
2015-12-31 $117k 2.2k 52.80

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Invesco Qqq Tr cs (QQQ)
Vanguard Index Fds cs (VUG)
Nvidia Corporation cs (NVDA)
Microsoft Corp cs (MSFT)
Spdr Ser Tr cs (SPLG)
Amazon cs (AMZN)
Wisdomtree Tr mc (DGRW)
First Tr Exchng Traded Fd Vi mc (UCON)
Ishares Tr cs (OEF)
Spdr Index Shs Fds cs (SPDW)
Ishares Tr cs (IVV)
Alphabet cs (GOOGL)
Ishares Gold Tr mc (IAU)

View all positions for IFP Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF