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Schwab U S Large Cap Growth ETF shares owned by Patriot Financial Group Insurance Agency

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

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 458k 27.87
2024-09-30 $17M 159k 104.18
2024-06-30 $15M 153k 100.84
2024-03-31 $14M 153k 92.72
2023-12-31 $15M 178k 82.96
2023-09-30 $13M 180k 72.72
2023-06-30 $13M 177k 74.95
2023-03-31 $11M 174k 65.17
2022-12-31 $11M 190k 55.56
2022-09-30 $10M 187k 55.81
2022-06-30 $9.6M 166k 57.99
2022-03-31 $11M 151k 74.82
2021-12-31 $11M 69k 163.74
2021-09-30 $9.7M 65k 148.09
2021-06-30 $6.3M 43k 145.95
2021-03-31 $9.6M 74k 129.78
2020-12-31 $9.3M 72k 128.40
2020-09-30 $8.2M 71k 115.17
2020-06-30 $7.0M 69k 101.54
2020-03-31 $5.5M 69k 79.65
2019-12-31 $6.4M 69k 92.90
2019-09-30 $5.8M 69k 84.01
2019-06-30 $534k 6.3k 84.28
2019-03-31 $8.2M 103k 79.40
2018-12-31 $7.1M 103k 68.92
2018-09-30 $7.8M 95k 82.02
2018-06-30 $7.7M 102k 75.78
2018-03-31 $1.5M 21k 70.00
2017-12-31 $1.3M 18k 73.08
2017-09-30 $1.0M 15k 66.83
2017-06-30 $759k 12k 63.39
2017-03-31 $460k 7.6k 60.14
2016-12-31 $241k 4.2k 57.50

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

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