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Schwab U S Large Cap Growth ETF shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 11k 31.91
2025-06-30 $246k 8.4k 29.21

More positions owned by Naples Global Advisors

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Corning Incorporated (GLW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Oracle Corporation (ORCL)
Home Depot (HD)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)

View all positions for Naples Global Advisors

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