Plante Moran Financial Advisors »

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

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

Historical chart of Plante Moran 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 Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 3.9k 92.72
2023-12-31 $141k 1.7k 82.96
2023-09-30 $123k 1.7k 72.72
2023-06-30 $127k 1.7k 74.95
2023-03-31 $111k 1.7k 65.17
2022-12-31 $167k 3.0k 55.55
2022-09-30 $136k 2.4k 56.01
2022-03-31 $8.0k 112 71.43
2021-12-31 $9.0k 56 160.71
2021-09-30 $8.0k 56 142.86
2021-06-30 $8.0k 56 142.86
2021-03-31 $7.0k 56 125.00
2019-09-30 $14k 162 86.42
2019-06-30 $13k 162 80.25
2019-03-31 $13k 162 80.25
2018-12-31 $11k 162 67.90
2018-09-30 $13k 162 80.25
2016-06-30 $26k 496 52.42