Creative Financial Designs »

Schwab U S Large Cap Growth ETF shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 U S Large Cap Growth ETF by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 62k 92.72
2023-12-31 $4.6M 55k 82.96
2023-09-30 $4.9M 67k 72.72
2023-06-30 $4.8M 64k 74.95
2023-03-31 $1.7M 26k 65.17
2022-12-31 $1.4M 26k 55.56
2022-09-30 $1.2M 22k 55.82
2022-06-30 $1.2M 21k 58.01
2022-03-31 $1.3M 18k 74.82
2021-12-31 $1.7M 10k 163.70
2021-09-30 $1.4M 9.4k 148.04
2021-06-30 $1.3M 8.8k 146.00
2021-03-31 $804k 6.2k 129.76
2020-12-31 $478k 3.7k 128.32
2020-09-30 $393k 3.4k 115.15
2020-06-30 $46k 449 102.45
2020-03-31 $37k 471 78.56
2019-12-31 $36k 386 93.26
2019-09-30 $27k 325 83.08
2019-06-30 $31k 370 83.78
2019-03-31 $29k 369 78.59
2018-12-31 $36k 515 69.90
2018-09-30 $34k 420 80.95
2018-06-30 $15k 194 77.32
2018-03-31 $14k 192 72.92
2017-12-31 $15k 211 71.09
2017-09-30 $14k 211 66.35
2017-06-30 $13k 211 61.61
2017-03-31 $7.0k 124 56.45
2016-12-31 $2.0k 43 46.51

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF