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Schwab U S Large Cap Growth ETF shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 3.1k 104.17
2024-06-30 $412k 4.1k 100.84
2024-03-31 $397k 4.3k 92.71

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for KFA Private Wealth Group

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