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Schwab U S Large Cap Growth ETF shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth 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 Kingsview Wealth 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 91k 104.18
2024-06-30 $7.7M 77k 100.84
2024-03-31 $6.6M 71k 92.72
2023-12-31 $5.1M 62k 82.96
2023-09-30 $4.4M 60k 72.72
2023-06-30 $3.3M 45k 74.95
2023-03-31 $3.4M 52k 65.17
2022-12-31 $3.0M 55k 55.56
2022-09-30 $3.2M 57k 55.80
2022-06-30 $3.4M 59k 57.99
2022-03-31 $4.4M 59k 74.82
2021-12-31 $4.5M 28k 163.76
2021-09-30 $4.1M 28k 148.10
2021-06-30 $3.6M 24k 146.50
2021-03-31 $3.5M 26k 132.10
2020-12-31 $3.7M 29k 128.39
2020-09-30 $3.5M 30k 115.18
2020-06-30 $3.3M 32k 101.55
2020-03-31 $6.1M 77k 79.65
2019-12-31 $6.0M 85k 70.72
2019-09-30 $5.1M 61k 84.01
2019-06-30 $4.3M 52k 83.22
2019-03-31 $16M 201k 79.43
2018-12-31 $14M 201k 68.93
2018-09-30 $15M 181k 82.02
2018-06-30 $12M 162k 75.78
2018-03-31 $7.0M 97k 71.71
2017-12-31 $6.0M 85k 70.72
2017-09-30 $3.1M 47k 66.08
2017-06-30 $2.0M 32k 63.21
2017-03-31 $1.3M 21k 60.50

More positions owned by Kingsview Wealth Management

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Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

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