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Schwab U S Large Cap Growth ETF shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 142k 92.72
2023-12-31 $12M 142k 82.96
2023-09-30 $10M 137k 72.72
2023-06-30 $11M 141k 74.95
2023-03-31 $11M 175k 65.17
2022-12-31 $9.6M 173k 55.56
2022-09-30 $7.5M 134k 55.81
2022-06-30 $9.4M 162k 57.99
2022-03-31 $14M 191k 74.82
2021-12-31 $15M 90k 163.75
2021-09-30 $4.9M 33k 148.10
2021-06-30 $12M 85k 145.96
2021-03-31 $10M 77k 129.78
2020-12-31 $9.2M 72k 128.41
2020-09-30 $8.2M 72k 115.17
2020-06-30 $0 0 0.00
2020-03-31 $5.6M 70k 79.65
2019-12-31 $5.2M 56k 92.91
2019-09-30 $4.5M 53k 84.02
2019-06-30 $1.7M 20k 83.21
2019-03-31 $1.6M 20k 79.45
2018-12-31 $3.7M 54k 68.92
2018-09-30 $4.0M 49k 82.01
2018-06-30 $1.8M 24k 75.77
2018-03-31 $3.4M 48k 71.72
2017-12-31 $3.6M 51k 70.71
2017-09-30 $3.4M 51k 66.07
2017-06-30 $3.0M 47k 63.20
2017-03-31 $2.6M 44k 60.47
2016-12-31 $263k 4.7k 55.77
2016-09-30 $261k 4.7k 55.56
2016-06-30 $208k 4.0k 52.59
2016-03-31 $4.1k 214 19.10
2015-12-31 $3.6M 70k 51.79
2015-09-30 $302k 6.0k 49.97
2015-06-30 $455k 8.5k 53.63
2015-03-31 $1.1M 21k 53.89
2014-12-31 $3.7M 71k 51.80
2014-09-30 $3.5M 72k 49.18
2014-06-30 $4.4M 91k 48.52
2014-03-31 $5.3M 116k 46.00
2013-12-31 $5.6M 125k 45.24

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Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF