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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
2024-03-31 $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)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Spdr S&p 500 Growth Etf Growth ETF(SPYG) (SPYG)

View all positions for USAdvisors Wealth Management

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