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Schwab U S Large Cap Growth ETF shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in Schwab U S Large Cap Growth ETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0015.53551M5.5355105M5.535511M5.5355115M5.535512M198.618k198.6185k198.619k198.6195k198.62k
Value ($)Share countHistorical SCHG position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab U S Large Cap Growth ETF held by Wealthedge Investment 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.5M 199k 27.87

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF