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

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

Historical chart of Symphony 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 Symphony 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $663k 21k 31.71
2024-03-31 $215k 2.3k 92.72

More positions owned by Symphony Financial

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

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