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Schwab U S Large Cap Growth ETF shares owned by May Louie

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

Historical chart of May Louie 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 May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 8.0k 31.91
2025-06-30 $619k 21k 29.21
2025-03-31 $530k 21k 25.04
2024-12-31 $589k 21k 27.87

More positions owned by May Louie

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spotify Technology S A SHS (SPOT)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Sh Tsr (SPTS)

View all positions for May Louie

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