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Schwab U S Large Cap Growth ETF shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 31k 104.18
2024-06-30 $3.3M 32k 100.84
2024-03-31 $3.2M 35k 92.72
2023-12-31 $3.1M 38k 82.96
2023-09-30 $2.9M 40k 72.72
2023-06-30 $3.1M 41k 74.95
2023-03-31 $2.8M 43k 65.17
2022-12-31 $2.4M 43k 55.56
2022-09-30 $2.3M 41k 55.81
2022-06-30 $2.5M 42k 58.00
2022-03-31 $3.0M 40k 74.82
2021-12-31 $3.3M 20k 163.76
2021-09-30 $3.0M 21k 148.10
2021-06-30 $3.1M 21k 145.94
2021-03-31 $2.8M 21k 129.76
2020-12-31 $2.9M 23k 128.40
2020-09-30 $2.7M 24k 115.17
2020-06-30 $2.7M 27k 101.54
2020-03-31 $2.5M 31k 79.66
2019-12-31 $3.0M 33k 92.93
2019-09-30 $2.8M 33k 84.01
2019-06-30 $2.7M 33k 83.20
2019-03-31 $2.4M 30k 79.42
2018-12-31 $1.2M 18k 68.90
2018-09-30 $1.4M 17k 82.01
2018-06-30 $1.3M 17k 75.76
2018-03-31 $1.2M 17k 71.72
2017-12-31 $1.2M 17k 70.69

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF