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Schwab U S Large Cap Growth ETF shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private 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 New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 17k 104.18
2023-12-31 $1.7M 21k 82.96
2023-09-30 $1.1M 16k 72.72

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for New England Private Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF