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Schwab U S Large Cap Growth ETF shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group 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 Turning Point Benefit Group 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 22k 32.09
2025-06-30 $762k 26k 29.21
2025-03-31 $485k 22k 22.60
2024-12-31 $872k 31k 27.87

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Spdr Series Trust Etf (SPLG)
Northern Lts Fd Tr Iv Etf (WWJD)
Ishares Tr Etf (FLOT)
Wheaton Precious Metals Corp (WPM)
Capital Group U S Multi Sec Etf (CGMS)
Dimensional Etf Trust Etf (DFIV)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Vanguard Whitehall Fds Etf (VYMI)
Rowe Price Etf Etf (TFLR)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
Ishares Gold Tr (IAUM)
Spdr Gold Tr Etf (GLD)
First Tr Exchange-traded Etf (FDL)

View all positions for Turning Point Benefit Group

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