Tradewinds Capital Management »

Schwab U S Large Cap Growth ETF shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital 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 Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $103k 988 104.18
2024-06-30 $100k 988 100.84
2024-03-31 $92k 988 92.72
2023-12-31 $82k 988 82.96
2023-09-30 $72k 988 72.72
2023-06-30 $74k 988 74.95
2023-03-31 $64k 988 65.17
2022-12-31 $55k 988 55.56
2022-09-30 $55k 988 55.67
2022-06-30 $57k 988 57.69
2022-03-31 $139k 1.9k 74.81
2021-12-31 $149k 909 163.92
2021-09-30 $135k 909 148.51
2021-06-30 $216k 1.5k 146.04
2021-03-31 $209k 1.6k 129.89
2020-12-31 $218k 1.7k 128.24
2020-09-30 $167k 1.4k 115.41
2020-06-30 $138k 1.4k 101.77
2020-03-31 $108k 1.4k 79.70
2019-12-31 $192k 2.1k 92.84
2019-09-30 $261k 3.1k 83.98
2019-06-30 $258k 3.1k 83.09
2019-03-31 $247k 3.1k 79.55
2018-12-31 $305k 4.4k 69.04
2018-09-30 $292k 3.6k 81.98
2018-06-30 $246k 3.3k 75.69
2018-03-31 $261k 3.6k 71.70
2017-12-31 $242k 3.4k 70.70
2017-09-30 $194k 2.9k 66.14
2017-06-30 $327k 5.2k 63.20
2017-03-31 $1.4M 23k 60.49
2016-12-31 $4.5M 81k 55.83
2016-09-30 $1.1M 21k 55.50
2016-06-30 $1.0M 20k 52.47
2016-03-31 $4.0M 77k 52.41
2015-12-31 $3.6M 67k 52.83
2015-09-30 $2.5M 51k 49.98
2015-06-30 $2.5M 46k 53.68
2015-03-31 $3.3M 62k 53.87
2014-12-31 $3.7M 72k 51.79
2014-09-30 $3.2M 65k 49.18
2014-06-30 $3.2M 65k 48.52
2014-03-31 $3.5M 77k 46.00
2013-12-31 $2.3M 51k 45.24

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr Msci India Etf (INDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Ishares Msci Spain Etf (EWP)
Select Sector Spdr Tr Indl (XLI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Tradewinds Capital Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF