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Schwab U S Large Cap Growth ETF shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $49M 469k 104.18
2024-06-30 $24M 237k 100.84
2024-03-31 $22M 239k 91.69
2023-12-31 $21M 248k 82.96
2023-09-30 $18M 244k 72.72
2023-06-30 $16M 208k 74.95
2023-03-31 $14M 209k 65.17
2022-12-31 $11M 203k 55.56
2022-09-30 $11M 205k 55.81
2022-06-30 $12M 209k 57.99
2022-03-31 $15M 202k 74.82
2021-12-31 $17M 102k 163.79
2021-09-30 $15M 102k 148.09
2021-06-30 $15M 101k 145.96
2021-03-31 $14M 106k 129.78
2020-12-31 $13M 105k 128.41
2020-09-30 $12M 100k 116.80
2020-06-30 $11M 105k 102.83
2020-03-31 $11M 140k 75.99
2019-12-31 $12M 126k 94.15
2019-09-30 $8.2M 98k 84.01
2019-06-30 $7.8M 93k 83.41
2019-03-31 $7.4M 93k 79.43
2018-12-31 $2.7M 39k 69.12
2018-09-30 $3.3M 40k 82.03
2018-06-30 $3.0M 40k 75.77
2018-03-31 $2.1M 30k 69.99
2017-12-31 $2.2M 31k 70.70
2017-09-30 $1.9M 29k 66.08
2017-06-30 $1000k 16k 63.21
2017-03-31 $247k 4.1k 60.47
2016-03-31 $586k 11k 52.46
2015-12-31 $607k 12k 52.85

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF