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Schwab U S Large Cap Growth ETF shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth 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 Plus Group Wealth 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 Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 182k 32.62

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

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
Vantagepoint Investment Advisers
Ameriprise Financial
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