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Schwab U S Large Cap Growth ETF shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 6.8k 31.91

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Schwarz Dygos Wheeler Investment 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
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