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

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

Historical chart of SMART 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 SMART 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 SMART Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$529k	5.1k	104.18
2024-06-30	$484k	4.8k	100.84
2024-03-31	$443k	4.8k	92.72
2023-12-31	$401k	4.8k	82.96
2022-12-31	$277k	5.0k	55.56

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View all positions for SMART Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C

Envestnet Asset Management

Sei Investments

Moneta Group Investment Advisors

Mariner Wealth Advisors

Advisor Group Holdings

Raymond James Financial Services Advisors

Fund Evaluation Group

Resources Investment Advisors

Northwestern Mutual Wealth Management Company

Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF

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