Carret Asset Management »

Schwab Us Large-cap Gro shares owned by Carret Asset Management

Quarter-by-quarter ownership of Schwab Us Large-cap Gro (SWLGX) shares owned by Carret Asset Management from 13F filings

Historical chart of Carret Asset Management investment in Schwab Us Large-cap Gro

Tip: Access up to 7 years of quarterly data

All positions including Schwab Us Large-cap Gro held by Carret Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Us Large-cap Gro by Carret Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $350k 20k 17.53

More positions owned by Carret Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Berkshire Hathaway (BRK.B)
Penumbra (PEN)
Oracle Corporation (ORCL)
American Express Company (AXP)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Facebook Inc cl a (META)
Cisco Systems (CSCO)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)

View all positions for Carret Asset Management

Top funds holding Schwab Us Large-cap Gro

Carret Asset Management

View all funds holding Schwab Us Large-cap Gro