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

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

Historical chart of ICA Group 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 ICA Group 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $388k 4.2k 92.72
2023-12-31 $346k 4.2k 82.96
2023-06-30 $72k 954 74.95
2023-03-31 $62k 954 65.17
2022-12-31 $62k 1.1k 55.56

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group 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