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Schwab U S Large Cap Growth ETF shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 104.15

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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