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Schwab U S Large Cap Growth ETF shares owned by TFB Advisors

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

Historical chart of TFB Advisors 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 TFB Advisors 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $881k 28k 31.77
2025-06-30 $750k 26k 29.21
2025-03-31 $618k 25k 25.04
2024-12-31 $683k 25k 27.87
2024-09-30 $601k 5.8k 104.17
2024-06-30 $543k 5.4k 100.85
2024-03-31 $480k 5.4k 88.75
2023-06-30 $498k 6.6k 74.96

More positions owned by TFB Advisors

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NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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