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Schwab U S Large Cap Growth ETF shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.1M 41k 101.64
2024-03-31 $3.3M 35k 92.72
2023-12-31 $2.8M 34k 82.99
2023-09-30 $2.5M 35k 72.72
2023-06-30 $2.6M 35k 74.95
2023-03-31 $2.7M 42k 65.17

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
McAdam
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF