Magnolia Wealth Management »

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

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

Historical chart of Magnolia 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 Magnolia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Magnolia Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $152k 5.2k 29.13

More positions owned by Magnolia Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
Comfort Systems USA (FIX)
Southern Company (SO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)

View all positions for Magnolia Wealth Management

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
Cetera Investment Advisers
Vantagepoint Investment Advisers
Ameriprise Financial
Oasis Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Fund Evaluation Group

View all funds holding Schwab U S Large Cap Growth ETF