Strategic Planning Group »

Schwab U S Large Cap Growth ETF shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning 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 Strategic Planning 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 Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 128k 92.72

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning 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
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF