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Schwab U S Large Cap Growth ETF shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 8.5k 33.84

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creat Unit (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)

View all positions for JSF Financial

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF