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

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

Historical chart of Triad 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 Triad 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 6.9k 31.91
2024-06-30 $101k 1.0k 100.87

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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