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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
2024-06-30 $1.4M 14k 100.84

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
Qualcomm (QCOM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Costco Wholesale Corporation (COST)

View all positions for WESPAC Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Mather Group
Honkamp Krueger Financial Services
Mariner Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
McAdam
Cetera Investment Advisers
CWM
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Fort Pitt Capital

View all funds holding Schwab U S Large Cap Growth ETF