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Schwab U S Large Cap Growth ETF shares owned by Soundwatch Capital

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

Historical chart of Soundwatch Capital 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 Soundwatch Capital 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 Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $595k 5.7k 104.18
2023-12-31 $491k 5.9k 82.96
2023-09-30 $411k 5.7k 72.72
2023-06-30 $453k 6.0k 74.95
2023-03-31 $243k 3.7k 65.17

More positions owned by Soundwatch Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
UnitedHealth (UNH)
Goldman Sachs (GS)

View all positions for Soundwatch Capital

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