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Schwab U S Large Cap Growth ETF shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial 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 Legacy Financial 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 8.9k 31.08
2023-09-30 $44M 603 72719.73

More positions owned by Legacy Financial Group

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Small-cap Etf Etf (VB)
Essential 40 Stock Etf Etf (ESN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)

View all positions for Legacy Financial Group

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF