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

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

Historical chart of Napa 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 Napa Wealth 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 119k 27.87
2023-12-31 $1.5M 18k 82.96

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ea Series Trust Bridges Cap Tact (BDGS)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Wal-Mart Stores (WMT)
Ishares Tr Russell 2000 Etf (IWM)
Metropcs Communications (TMUS)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Napa Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF