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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
2025-09-30 $1.6M 50k 31.91
2025-06-30 $1.4M 48k 29.21
2025-03-31 $1.1M 43k 25.03
2024-12-31 $1.2M 42k 27.87
2024-09-30 $1.3M 12k 104.15

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J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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