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Schwab U S Large Cap Growth ETF shares owned by Petra Financial Advisors

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

Historical chart of Petra Financial Advisors 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 Petra Financial Advisors 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 Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 20k 90.70
2023-12-31 $1.6M 20k 82.96
2023-09-30 $1.4M 20k 72.72
2023-06-30 $1.1M 14k 74.95
2023-03-31 $333k 5.1k 65.17
2022-12-31 $568k 10k 55.56

More positions owned by Petra Financial Advisors

Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Super Micro Computer (SMCI)
Guggenheim Strategic Opportu Com Sbi (GOF)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Elf Beauty (ELF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Petra Financial Advisors

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