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Schwab U S Large Cap Growth ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 301k 31.91
2025-06-30 $14M 466k 29.21
2025-03-31 $986k 39k 25.04
2024-12-31 $248k 8.9k 27.87
2024-09-30 $223k 2.1k 104.18
2024-06-30 $30M 293k 100.84
2024-03-31 $27M 294k 92.72

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American Centy Etf Tr Us Eqt Etf (AVUS)
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American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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