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Schwab U S Large Cap Growth ETF shares owned by Sun Financial

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

Historical chart of Sun Financial 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 Sun Financial 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 Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 32k 32.62

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
Tidal Trust Iii Fundstrat Granny (GRNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF