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Schwab U S Large Cap Growth ETF shares owned by New Century Financial Group

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

Historical chart of New Century Financial Group 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 New Century Financial Group 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 New Century Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 22k 31.91
2025-06-30 $364k 13k 29.21
2025-03-31 $814k 33k 25.04
2024-12-31 $874k 31k 28.32
2024-09-30 $904k 8.7k 104.17
2024-06-30 $745k 7.4k 100.85

More positions owned by New Century Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Lincoln National Corporation (LNC)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
DineEquity (DIN)
Verizon Communications (VZ)
Corebridge Finl (CRBG)
Dell Technologies CL C (DELL)
Truist Financial Corp equities (TFC)
Brinker International (EAT)
salesforce (CRM)

View all positions for New Century Financial Group

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