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Schwab U S Large Cap Growth ETF shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners 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 Group Wealth Partners 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 Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $399k 11k 35.93

More positions owned by Sun Group Wealth Partners

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Netflix (NFLX)

View all positions for Sun Group Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF