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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
2026-03-31 $222k 7.6k 29.13
2025-12-31 $233k 7.1k 32.62
2025-09-30 $217k 6.8k 31.91

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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
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