United Capital Financial Advisers »

Schwab U S Large Cap Growth ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 570k 104.18
2024-06-30 $60M 597k 100.84
2024-03-31 $57M 613k 92.72
2023-12-31 $52M 630k 82.96
2023-09-30 $50M 686k 72.72
2023-06-30 $54M 726k 74.95
2023-03-31 $52M 792k 65.17
2022-12-31 $46M 820k 55.56
2022-09-30 $53M 949k 55.81
2022-06-30 $60M 1.0M 57.99
2022-03-31 $79M 1.1M 74.82
2021-12-31 $91M 553k 163.75
2021-09-30 $86M 580k 148.09
2021-06-30 $90M 615k 145.96
2021-03-31 $85M 653k 129.78
2020-12-31 $88M 683k 128.41
2020-09-30 $84M 729k 115.17
2020-06-30 $87M 853k 101.54
2020-03-31 $73M 918k 79.65
2019-12-31 $86M 929k 92.91
2019-09-30 $77M 911k 84.01
2019-06-30 $74M 885k 83.21
2019-03-31 $67M 846k 79.43
2018-12-31 $54M 780k 68.93
2018-09-30 $65M 787k 82.02
2018-06-30 $62M 815k 75.78
2018-03-31 $56M 783k 71.71
2017-12-31 $11M 148k 70.71
2017-09-30 $9.7M 147k 66.07
2017-06-30 $9.3M 147k 63.20
2017-03-31 $8.2M 136k 60.48
2016-12-31 $7.7M 139k 55.83
2016-09-30 $7.0M 126k 55.48
2016-06-30 $7.8M 150k 52.00
2016-03-31 $8.4M 160k 52.42
2015-12-31 $10M 196k 52.83
2015-09-30 $12M 229k 49.98
2015-06-30 $13M 250k 53.67
2015-03-31 $15M 270k 53.77
2014-12-31 $14M 263k 51.79
2014-09-30 $9.6M 195k 49.18
2014-06-30 $9.2M 189k 48.52
2014-03-31 $8.7M 188k 46.00
2013-12-31 $8.0M 177k 45.24
2013-09-30 $5.3M 129k 41.08
2013-06-30 $4.0M 106k 38.11
2013-03-31 $4.1M 110k 37.24
2012-12-31 $3.2M 93k 34.16
2012-09-30 $2.4M 70k 34.69
2012-06-30 $2.1M 65k 32.59

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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