Wealth Architects »

Schwab U S Large Cap Growth ETF shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Architects consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $835k 8.0k 104.18
2024-06-30 $887k 8.8k 100.84
2024-03-31 $815k 8.8k 92.72
2023-12-31 $749k 9.0k 82.96
2023-09-30 $657k 9.0k 72.72
2023-06-30 $701k 9.4k 74.95
2023-03-31 $561k 8.6k 65.17
2022-12-31 $478k 8.6k 55.56
2022-09-30 $480k 8.6k 55.81
2022-06-30 $661k 11k 58.01
2022-03-31 $852k 11k 74.78
2021-12-31 $933k 5.7k 163.77
2021-09-30 $854k 5.8k 148.16
2021-06-30 $841k 5.8k 145.91
2021-03-31 $829k 6.4k 129.71
2020-12-31 $852k 6.6k 128.47
2020-09-30 $800k 6.9k 115.16
2020-06-30 $710k 7.0k 101.54
2020-03-31 $557k 7.0k 79.66
2019-12-31 $650k 7.0k 92.96
2019-09-30 $587k 7.0k 83.95
2019-06-30 $619k 7.4k 83.18
2019-03-31 $621k 7.8k 79.49
2018-12-31 $549k 8.0k 68.95
2018-09-30 $653k 8.0k 81.97
2018-06-30 $603k 8.0k 75.73
2018-03-31 $571k 8.0k 71.72
2017-12-31 $670k 9.5k 70.68
2017-09-30 $626k 9.5k 66.03
2017-06-30 $599k 9.5k 63.19
2017-03-31 $663k 11k 60.52
2016-12-31 $612k 11k 55.86
2016-09-30 $542k 9.8k 55.42
2016-06-30 $574k 11k 52.40
2016-03-31 $574k 11k 52.40
2015-12-31 $586k 11k 52.82
2015-09-30 $599k 12k 50.00
2015-06-30 $643k 12k 53.67
2015-03-31 $645k 12k 53.84
2014-12-31 $592k 11k 51.77

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Lam Research Corporation (LRCX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Wealth Architects

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