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

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

Historical chart of Loveless 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 Loveless 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 Loveless Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $230k 4.0k 57.91
2022-03-31 $299k 4.0k 74.92
2021-12-31 $236k 1.4k 163.89

More positions owned by Loveless Wealth Management

Exxon Mobil Corporation (XOM)
Realty Income (O)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Abbvie (ABBV)
Select Sector Spdr Tr Technology (XLK)
Deere & Company (DE)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Caterpillar (CAT)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Communication (XLC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Johnson & Johnson (JNJ)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Loveless Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF