Team Financial Group »

Schwab U S Large Cap Growth ETF shares owned by Team Financial Group

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

Historical chart of Team Financial Group 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 Team Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 78k 92.72
2023-12-31 $1.9M 23k 82.96
2023-09-30 $987k 14k 72.72

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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