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Schwab U S Large Cap Growth ETF shares owned by Transparent Wealth Partners

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

Historical chart of Transparent Wealth Partners 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 Transparent Wealth Partners 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 Transparent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $27M 415k 65.17
2022-12-31 $23M 413k 55.56
2022-09-30 $23M 419k 55.81
2022-06-30 $21M 364k 57.99
2021-12-31 $34M 208k 163.75

More positions owned by Transparent Wealth Partners

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Transparent Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF