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Schwab U S Large Cap Growth ETF shares owned by Lake Street Financial

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

Historical chart of Lake Street 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 Lake Street 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 2.9k 82.96
2023-09-30 $209k 2.9k 72.71

More positions owned by Lake Street Financial

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Largecap Divd (DLN)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Uber Technologies (UBER)

View all positions for Lake Street Financial

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