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Schwab U S Large Cap Growth ETF shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset 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 Milestone Asset 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 97k 31.91
2025-06-30 $2.1M 72k 29.21
2025-03-31 $3.5M 139k 25.04

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset 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