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Schwab U S Large Cap Growth ETF shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $840k 25k 33.24
2026-03-31 $43k 1.5k 29.13
2025-03-31 $18k 732 25.04
2024-12-31 $20k 732 27.87

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

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
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF