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

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

Historical chart of Wealth Effects 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 Effects 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 Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.4k 92.72

More positions owned by Wealth Effects

Avadel Pharmaceuticals Sponsored Adr (AVDL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
The Trade Desk Com Cl A (TTD)
Arrowhead Pharmaceuticals (ARWR)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p500 Etf (IVV)
International Business Machines (IBM)
Chevron Corporation (CVX)

View all positions for Wealth Effects

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF