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Schwab U S Large Cap Growth ETF shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 254 92.72
2023-12-31 $21k 254 82.96
2023-09-30 $19k 254 72.72
2023-06-30 $19k 254 74.95
2023-03-31 $17k 254 65.17
2022-12-31 $14k 254 55.56
2022-09-30 $14k 254 55.12

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF