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Schwab U S Large Cap Growth ETF shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network 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 Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-06-30 $354k 3.5k 100.84
2024-03-31 $321k 3.5k 92.72
2023-12-31 $222k 2.7k 82.96
2021-12-31 $446k 2.7k 163.79
2021-09-30 $404k 2.5k 162.77

More positions owned by Independent Wealth Network

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Pacer Fds Tr Pac Asset Fltg (FLRT)

View all positions for Independent Wealth Network

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF