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Schwab U S Large Cap Growth ETF shares owned by JBR Co Financial Management

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

Historical chart of JBR Co Financial 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 JBR Co Financial 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 JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 92.72
2023-12-31 $1.1M 14k 82.96

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View all positions for JBR Co Financial 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
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF