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Schwab U S Large Cap Growth ETF shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-03-31 $815k 8.8k 92.72
2023-12-31 $749k 9.0k 82.96
2023-09-30 $657k 9.0k 72.72
2023-06-30 $701k 9.4k 74.95
2023-03-31 $561k 8.6k 65.17
2022-12-31 $478k 8.6k 55.56
2022-09-30 $480k 8.6k 55.81
2022-06-30 $661k 11k 58.01
2022-03-31 $852k 11k 74.78
2021-12-31 $933k 5.7k 163.77
2021-09-30 $854k 5.8k 148.16
2021-06-30 $841k 5.8k 145.91
2021-03-31 $829k 6.4k 129.71
2020-12-31 $852k 6.6k 128.47
2020-09-30 $800k 6.9k 115.16
2020-06-30 $710k 7.0k 101.54
2020-03-31 $557k 7.0k 79.66
2019-12-31 $650k 7.0k 92.96
2019-09-30 $587k 7.0k 83.95
2019-06-30 $619k 7.4k 83.18
2019-03-31 $621k 7.8k 79.49
2018-12-31 $549k 8.0k 68.95
2018-09-30 $653k 8.0k 81.97
2018-06-30 $603k 8.0k 75.73
2018-03-31 $571k 8.0k 71.72
2017-12-31 $670k 9.5k 70.68
2017-09-30 $626k 9.5k 66.03
2017-06-30 $599k 9.5k 63.19
2017-03-31 $663k 11k 60.52
2016-12-31 $612k 11k 55.86
2016-09-30 $542k 9.8k 55.42
2016-06-30 $574k 11k 52.40
2016-03-31 $574k 11k 52.40
2015-12-31 $586k 11k 52.82
2015-09-30 $599k 12k 50.00
2015-06-30 $643k 12k 53.67
2015-03-31 $645k 12k 53.84
2014-12-31 $592k 11k 51.77

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Wealth Architects

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