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

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

Historical chart of SWAN 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 SWAN 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 1.9k 32.61
2025-03-31 $15k 584 25.04

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for SWAN Capital

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