Leo H. Evart »

Schwab U S Large Cap Growth ETF shares owned by Leo H. Evart

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Leo H. Evart from 13F filings

Historical chart of Leo H. Evart investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Leo H. Evart 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 Leo H. Evart

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.1M 111k 72.72
2023-06-30 $8.5M 114k 74.95
2023-03-31 $7.5M 115k 65.17
2022-12-31 $6.8M 122k 55.56
2022-09-30 $7.2M 129k 55.81
2022-06-30 $9.4M 162k 57.99
2022-03-31 $12M 165k 74.82
2021-12-31 $12M 74k 163.75

More positions owned by Leo H. Evart

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard World Fds Health Car Etf (VHT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Oracle Corporation (ORCL)

View all positions for Leo H. Evart

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