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Schwab U S Large Cap Growth ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $663k 7.2k 92.72
2023-09-30 $659k 9.1k 72.72
2023-06-30 $503k 6.7k 74.95
2023-03-31 $364k 5.6k 65.17

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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