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Schwab U S Large Cap Growth ETF shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute 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 Prepared Retirement Institute 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 Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 8.4k 31.91
2025-06-30 $221k 7.6k 29.21

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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