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Schwab U S Large Cap Growth ETF shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 10k 31.91
2025-06-30 $334k 11k 29.21

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF