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Schwab U S Large Cap Growth ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 9.8k 31.91
2025-06-30 $297k 10k 29.21
2025-03-31 $291k 12k 25.04

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Microsoft Corporation (MSFT)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Internatnal Val (DFIV)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Stone Point Wealth

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