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Schwab U S Large Cap Growth ETF shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth 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 USAdvisors Wealth Management 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 482k 27.87
2024-09-30 $12M 115k 103.64
2024-06-30 $16M 180k 87.46
2024-03-31 $9.1M 98k 92.92
2023-12-31 $7.7M 92k 82.96
2023-09-30 $298k 4.1k 72.59
2022-09-30 $588k 11k 55.83
2022-06-30 $611k 11k 57.96
2022-03-31 $807k 11k 74.78
2021-12-31 $1.1M 6.7k 163.74
2021-09-30 $1.1M 7.7k 148.15
2021-03-31 $1.1M 8.5k 129.81
2020-12-31 $13M 105k 128.40
2020-09-30 $14M 118k 114.61
2020-06-30 $12M 119k 101.54
2020-03-31 $8.3M 105k 79.65
2019-12-31 $9.2M 98k 93.34
2019-09-30 $8.4M 101k 84.01
2019-06-30 $8.4M 101k 83.21
2019-03-31 $8.0M 101k 79.43
2018-12-31 $6.8M 99k 68.93
2018-09-30 $7.2M 88k 82.02
2018-06-30 $6.6M 87k 75.78
2018-03-31 $6.2M 87k 71.71
2017-12-31 $5.9M 84k 70.71

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Invesco S&p 500 Momentum Etf Spmo (SPMO)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Ishares Global 100 Etf Global 100 Etf (IOO)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (dfac) (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Columbia Research Enhanced Cr Etf Recs (RECS)
Ishares Core S&p Us Value Etf Core S&p Usvlu (iusv) (IUSV)

View all positions for USAdvisors Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF