Schwab U S Large Cap Growth ETF shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth 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 Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.6M | 111k | 32.62 |
| 2025-09-30 | $3.1M | 97k | 31.91 |
| 2025-06-30 | $2.5M | 87k | 29.21 |
| 2025-03-31 | $2.1M | 84k | 25.04 |
| 2024-12-31 | $1.6M | 57k | 27.87 |
| 2024-09-30 | $1.3M | 13k | 104.18 |
| 2024-06-30 | $1.1M | 11k | 100.84 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF