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Schwab U S Large Cap Growth ETF shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $419k 15k 27.87
2024-09-30 $236k 2.3k 104.18
2023-12-31 $1.2M 15k 82.96
2023-09-30 $2.0M 27k 72.72
2023-06-30 $42k 566 74.95
2023-03-31 $22k 330 65.17

More positions owned by Worth Asset Management

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Growth Etf Etf (VUG)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Salesforce Stock (CRM)
Vanguard Value Etf Etf (VTV)
Netflix Stock (NFLX)
Nvidia Corporation Stock (NVDA)

View all positions for Worth Asset Management

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