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Schwab U S Large Cap Growth ETF shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth 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 TCI Wealth 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $588k 6.3k 92.72
2023-12-31 $526k 6.3k 82.96
2023-09-30 $461k 6.3k 72.72
2023-06-30 $478k 6.4k 74.95
2023-03-31 $413k 6.3k 65.17
2022-12-31 $390k 7.0k 55.56
2022-09-30 $369k 6.6k 55.88
2022-06-30 $367k 6.3k 57.93
2022-03-31 $477k 6.4k 74.81
2021-12-31 $536k 3.3k 163.71
2021-09-30 $485k 3.3k 148.14
2021-06-30 $478k 3.3k 146.00
2021-03-31 $482k 3.7k 129.88
2020-12-31 $503k 3.9k 128.45
2020-09-30 $451k 3.9k 115.17
2020-06-30 $398k 3.9k 101.63
2020-03-31 $312k 3.9k 79.67
2019-12-31 $347k 3.7k 92.90
2019-09-30 $319k 3.8k 84.06
2019-06-30 $316k 3.8k 83.27
2019-03-31 $440k 5.5k 79.45
2018-12-31 $267k 3.9k 68.97
2018-09-30 $317k 3.9k 81.89
2018-06-30 $305k 4.0k 75.72
2018-03-31 $278k 3.9k 71.82
2017-12-31 $316k 4.5k 70.68
2017-09-30 $159k 2.4k 66.25
2017-06-30 $156k 2.5k 63.16
2017-03-31 $145k 2.4k 60.42
2016-12-31 $134k 2.4k 55.83
2016-09-30 $133k 2.4k 55.42
2016-06-30 $126k 2.4k 52.50
2016-03-31 $485k 9.3k 52.37
2015-12-31 $489k 9.3k 52.80
2015-09-30 $463k 9.3k 49.99
2015-06-30 $497k 9.3k 53.67
2015-03-31 $129k 2.4k 53.75

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for TCI Wealth 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