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Schwab U S Large Cap Growth ETF shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 22k 92.72
2023-12-31 $1.5M 19k 82.96
2023-09-30 $1.4M 19k 72.72
2023-06-30 $1.7M 23k 74.95
2023-03-31 $1.6M 25k 65.17
2022-12-31 $1.4M 25k 55.56

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)

View all positions for Kades & Cheifetz

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