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Schwab U S Large Cap Growth ETF shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory 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 VisionPoint Advisory 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $110k 1.1k 104.18
2024-06-30 $72k 711 100.84
2024-03-31 $7.2k 78 92.72
2023-12-31 $415 5 83.00

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr S&p Divid Etf (SDY)
Deere & Company (DE)
Ishares Tr Mortge Rel Etf (REM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Baxter International (BAX)
Fiserv (FI)
Avantor (AVTR)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

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