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Schwab U S Large Cap Growth ETF shares owned by LVW Advisors

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

Historical chart of LVW Advisors 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 LVW Advisors 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 167k 104.18
2024-06-30 $17M 166k 100.84
2024-03-31 $14M 155k 92.72
2023-12-31 $15M 176k 82.96
2023-09-30 $13M 179k 72.72
2023-06-30 $16M 213k 74.95
2023-03-31 $14M 213k 65.17
2022-12-31 $11M 194k 55.56
2022-09-30 $11M 191k 55.81
2022-06-30 $11M 191k 57.99
2022-03-31 $15M 194k 74.82
2021-12-31 $16M 99k 163.75
2021-09-30 $16M 106k 148.09
2021-06-30 $16M 112k 145.96
2021-03-31 $14M 110k 129.78
2020-12-31 $14M 108k 128.41
2020-09-30 $13M 110k 115.17
2020-06-30 $10M 100k 101.54
2020-03-31 $7.9M 99k 79.65
2019-12-31 $8.1M 87k 92.91
2019-09-30 $8.4M 100k 84.01
2019-06-30 $8.6M 103k 83.21
2019-03-31 $7.6M 95k 79.43
2018-12-31 $6.2M 89k 68.93
2018-09-30 $6.0M 73k 82.02
2018-06-30 $4.6M 61k 75.79
2018-03-31 $4.4M 62k 71.71
2017-12-31 $4.5M 63k 70.72
2017-09-30 $4.7M 71k 66.07
2017-06-30 $4.6M 73k 63.20
2017-03-31 $4.6M 77k 60.48
2016-12-31 $5.0M 89k 55.83
2016-09-30 $5.1M 93k 55.48
2016-06-30 $5.4M 103k 52.47
2016-03-31 $5.4M 103k 52.42
2015-12-31 $5.8M 109k 52.83
2015-09-30 $4.2M 84k 49.98
2015-06-30 $1.4M 26k 53.65
2015-03-31 $1.3M 24k 53.89
2014-12-31 $476k 9.2k 51.80

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

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