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Schwab U S Large Cap Growth ETF shares owned by Serenity Investment Advisors

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

Historical chart of Serenity 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 Serenity 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 Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $37M 1.1M 34.37
2025-12-31 $31M 960k 32.69

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity 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
Oasis Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Fund Evaluation Group

View all funds holding Schwab U S Large Cap Growth ETF