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Schwab U S Large Cap Growth ETF shares owned by KC Investment Advisors

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

Historical chart of KC Investment 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 KC Investment Advisors 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 KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 5.1k 104.18
2024-06-30 $519k 5.1k 100.85
2024-03-31 $477k 5.1k 92.73
2023-12-31 $200k 2.4k 82.96

More positions owned by KC Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Broadcom (AVGO)

View all positions for KC Investment Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF