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Schwab U S Large Cap Growth ETF shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 12k 27.87
2024-09-30 $301k 2.9k 104.18

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Zscaler Incorporated (ZS)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr S&p Ins Etf (KIE)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)

View all positions for Navis Wealth 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