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Schwab U S Large Cap Growth ETF shares owned by Paragon Private Wealth Management

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

Historical chart of Paragon Private Wealth Management 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 Paragon Private Wealth Management 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 Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 37k 31.91
2025-06-30 $966k 33k 29.21
2025-03-31 $687k 27k 25.04

More positions owned by Paragon Private Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Dj Internt Idx (FDN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)
Visa Com Cl A (V)

View all positions for Paragon Private Wealth Management

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