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Schwab U S Large Cap Growth ETF shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2026-06-30 $729k 22k 33.84
2026-03-31 $507k 17k 29.13
2025-12-31 $818k 25k 32.62
2025-09-30 $242k 7.6k 31.91

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Smith Shellnut Wilson

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Cetera Investment Advisers
Vantagepoint Investment Advisers
Ameriprise Financial
Raymond James Financial
Honkamp Krueger Financial Services
Mather Group
Colony
Fund Evaluation Group

View all funds holding Schwab U S Large Cap Growth ETF