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

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

Historical chart of Ironwood 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 Ironwood Wealth Management 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 4.3k 92.72
2023-12-31 $355k 4.3k 82.96
2023-09-30 $311k 4.3k 72.72
2023-06-30 $320k 4.3k 74.95
2023-03-31 $262k 4.0k 65.17
2022-12-31 $223k 4.0k 55.56
2021-09-30 $138k 931 148.23
2021-06-30 $136k 931 146.08
2021-03-31 $121k 931 129.97
2020-12-31 $122k 948 128.69
2020-09-30 $108k 942 114.65
2020-06-30 $96k 942 101.91
2020-03-31 $75k 942 79.62
2019-12-31 $118k 1.3k 93.13
2019-09-30 $106k 1.3k 83.66
2019-06-30 $109k 1.3k 83.59
2019-03-31 $104k 1.3k 79.75
2018-12-31 $97k 1.4k 68.94
2018-09-30 $107k 1.3k 82.12
2018-06-30 $98k 1.3k 75.50
2018-03-31 $95k 1.3k 71.59
2017-12-31 $94k 1.3k 70.84
2017-09-30 $94k 1.4k 65.83
2017-06-30 $90k 1.4k 63.03
2017-03-31 $86k 1.4k 60.22
2016-12-31 $80k 1.4k 56.02
2016-09-30 $85k 1.5k 55.37
2016-06-30 $86k 1.6k 52.60
2016-03-31 $91k 1.7k 52.21
2015-09-30 $103k 2.1k 50.05
2015-06-30 $102k 1.9k 53.88
2015-03-31 $119k 2.2k 53.97
2014-12-31 $87k 1.7k 51.85

More positions owned by Ironwood Wealth Management

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF