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Schwab U S Large Cap Growth ETF shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 10k 104.18
2024-06-30 $638k 4.9k 130.05
2023-12-31 $824k 9.9k 82.96
2023-09-30 $47M 627k 74.67
2023-06-30 $534k 7.5k 71.24
2023-03-31 $488k 7.5k 65.17
2022-12-31 $470k 7.3k 64.06

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional U S Core Uie (DFAC)
Dimensional Us High Uie (DUHP)
Dimensional World Equity Uie (DFAW)
Dimensional U S Targeted Uie (DFAT)
Apple (AAPL)
Dimensional Wld Ex Us Cr Uie (DFAX)
Schwab Us Dividend Uie (SCHD)
Dimensional Us Core Uie (DFAU)
Dimensional Us Small Cap Uie (DFSV)
Dimensional Us Uie (DFUV)
Dimensional Us Sus Core Uie (DFSU)
Dimensnl Ultrashrt Fixed Uie (DUSB)
Dimensional Uie (DFIV)

View all positions for Strategic Investment Solutions

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF