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

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

Historical chart of Operose 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 Operose 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 8.7k 27.87
2024-09-30 $227k 2.2k 104.20
2024-06-30 $220k 2.2k 100.84
2024-03-31 $202k 2.2k 92.72
2023-12-31 $124k 1.5k 82.96
2023-09-30 $109k 1.5k 72.72

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab International Equity ETF Etf (SCHF)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
iShares International Select Dividend ETF Etf (IDV)
Microsoft Corp Common (MSFT)
Vanguard S&P 500 ETF Etf (VOO)
Apple Common (AAPL)
Vanguard Russell 1000 Growth ETF Etf (VONG)
iShares Russell 2000 ETF Etf (IWM)
iShares Select Dividend ETF Etf (DVY)
Broadcom Common (AVGO)

View all positions for Operose Advisors

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF