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Schwab U S Large Cap Growth ETF shares owned by Smart Portfolios

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

Historical chart of Smart Portfolios 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 Smart Portfolios 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 Smart Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $924k 29k 31.91
2025-06-30 $868k 30k 29.21
2025-03-31 $741k 30k 25.04
2024-12-31 $825k 30k 27.87
2024-09-30 $769k 7.4k 104.18
2024-06-30 $746k 7.4k 100.84
2024-03-31 $650k 7.0k 92.72

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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