JFS Wealth Advisors »

Schwab U S Large Cap Growth ETF shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 63k 92.72
2023-12-31 $6.4M 77k 82.96
2023-09-30 $5.8M 80k 72.72
2023-06-30 $6.0M 81k 74.95
2023-03-31 $5.4M 82k 65.17
2022-12-31 $4.6M 83k 55.56
2022-09-30 $5.1M 91k 55.81
2022-06-30 $5.2M 90k 57.99
2022-03-31 $6.9M 92k 74.82
2021-12-31 $8.4M 51k 163.75
2021-09-30 $7.3M 50k 148.09
2021-06-30 $8.4M 58k 145.96
2021-03-31 $9.2M 71k 129.78
2020-12-31 $8.8M 69k 128.41
2020-09-30 $8.0M 70k 115.17
2020-06-30 $6.5M 64k 101.54
2020-03-31 $3.6M 45k 79.64
2019-12-31 $4.2M 46k 92.92
2019-09-30 $3.8M 46k 84.01
2019-06-30 $3.9M 47k 83.21
2019-03-31 $4.0M 50k 79.43
2018-12-31 $3.5M 51k 68.93
2018-09-30 $4.3M 53k 82.02
2018-06-30 $5.8M 77k 75.78
2018-03-31 $5.7M 80k 71.72
2017-12-31 $6.0M 84k 70.71
2017-09-30 $5.4M 82k 66.07
2017-06-30 $5.1M 81k 63.20
2017-03-31 $4.6M 83k 55.83
2016-12-31 $4.6M 83k 55.83
2016-09-30 $4.5M 82k 55.49
2016-06-30 $4.1M 77k 52.47
2016-03-31 $3.7M 71k 52.42
2015-12-31 $3.8M 72k 52.84
2015-09-30 $3.6M 71k 49.97

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF