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Schwab U S Large Cap Growth ETF shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group 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 Safeguard Investment Advisory Group 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 Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $556k 19k 29.13
2025-12-31 $1.2M 37k 32.62
2025-09-30 $1.3M 40k 31.91
2025-06-30 $660k 23k 29.21

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Ishares Tr U.s. Med Dvc Etf (IHI)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)

View all positions for Safeguard Investment Advisory Group

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
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
Oasis Advisors
Honkamp Krueger Financial Services
Colony

View all funds holding Schwab U S Large Cap Growth ETF