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Schwab U S Large Cap Growth ETF shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management 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 Wolff Financial Management 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 Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 2.6k 92.82
2023-12-31 $217k 2.6k 82.89
2023-03-31 $225k 3.5k 65.20

More positions owned by Wolff Financial Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Lancaster Colony (LANC)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Wolff Financial Management

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