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Schwab U S Large Cap Growth ETF shares owned by Sage Investment Counsel

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

Historical chart of Sage Investment Counsel 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 Sage Investment Counsel 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 Sage Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 8.6k 31.91
2025-06-30 $218k 7.5k 29.21

More positions owned by Sage Investment Counsel

Pinnacle Financial Partners (PNFP)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Howard Hughes Holdings (HHH)
Uber Technologies (UBER)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Lennar Corp Cl A (LEN)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
SYNNEX Corporation (SNX)
TFS Financial Corporation (TFSL)

View all positions for Sage Investment Counsel

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