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Schwab U S Large Cap Growth ETF shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth 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 Burns Wealth 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 59k 92.72

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF