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Schwab U S Large Cap Growth ETF shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 6.0k 33.84

More positions owned by Valued Retirements

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust High Divid Etf (FDVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Value (VLUE)
Sprott Asset Management Physical Gold Tr (PHYS)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Wellington Us Momentum (VFMO)

View all positions for Valued Retirements

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF