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Schwab U S Large Cap Growth ETF shares owned by Ipsen Advisor Group

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

Historical chart of Ipsen Advisor Group 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 Ipsen Advisor Group 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 Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $470k 14k 32.62
2025-09-30 $459k 14k 31.91
2025-06-30 $443k 15k 29.21
2025-03-31 $379k 15k 25.04
2024-12-31 $421k 15k 27.87
2022-12-31 $253k 4.6k 55.56

More positions owned by Ipsen Advisor Group

Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Morningstar Grwt (ILCG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Flowers Foods (FLO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Global X Fds Global X Copper (COPX)
Apple (AAPL)
Global X Fds Lithium Btry Etf (LIT)

View all positions for Ipsen Advisor Group

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF