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Schwab U S Large Cap Growth ETF shares owned by Wealth Advisory Team

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

Historical chart of Wealth Advisory Team 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 Wealth Advisory Team 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 Wealth Advisory Team

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 18k 32.62
2025-06-30 $559k 19k 29.21

More positions owned by Wealth Advisory Team

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Dimensional Etf Trust Us Equity Market (DFUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dbx Etf Tr Xtrackers Msci (USSG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Wealth Advisory Team

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF