Nestegg Advisors »

Schwab U S Large Cap Growth ETF shares owned by Nestegg Advisors

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

Historical chart of Nestegg 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 Nestegg Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 216k 31.91
2025-06-30 $5.9M 202k 29.21
2025-03-31 $5.0M 200k 25.04
2024-12-31 $5.5M 196k 28.05

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBMS)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Nestegg 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