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Schwab U S Large Cap Growth ETF shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $687k 6.6k 104.18
2024-06-30 $1.4M 14k 100.84

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Qualcomm (QCOM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for WESPAC Advisors

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