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Schwab U S Large Cap Growth ETF shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital 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 Vivaldi Capital 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 11k 31.91
2025-06-30 $312k 11k 29.21

More positions owned by Vivaldi Capital Management

Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Bank of New York Mellon Corporation (BK)
Applied Materials (AMAT)
Alphabet Cap Stk Cl A (GOOGL)
BorgWarner (BWA)
Charles Schwab Corporation (SCHW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Medtronic SHS (MDT)
Amgen (AMGN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Vivaldi Capital Management

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF