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Schwab U S Large Cap Growth ETF shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $124k 3.7k 33.84
2026-03-31 $107k 3.7k 29.14
2025-12-31 $120k 3.7k 32.63

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Ishares Core Msci Total International Stock Etf Etf (IXUS)
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Apple Stock (AAPL)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
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View all positions for Pension & Wealth Management Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Cetera Investment Advisers
Vantagepoint Investment Advisers
Ameriprise Financial
Raymond James Financial
Honkamp Krueger Financial Services
Mather Group
Colony
Mml Investors Services

View all funds holding Schwab U S Large Cap Growth ETF