Schwab U S Large Cap Growth ETF shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 32k | 92.72 |
| 2023-12-31 | $2.6M | 32k | 82.96 |
| 2023-09-30 | $1.8M | 25k | 72.72 |
| 2023-06-30 | $1.9M | 25k | 74.95 |
| 2023-03-31 | $1.7M | 27k | 65.17 |
| 2022-12-31 | $4.1M | 73k | 55.56 |
| 2022-09-30 | $85M | 1.5M | 55.81 |
| 2022-06-30 | $86M | 1.5M | 57.99 |
| 2022-03-31 | $95M | 1.3M | 74.82 |
| 2021-12-31 | $522k | 3.2k | 163.69 |
| 2021-09-30 | $319k | 2.2k | 148.03 |
| 2021-06-30 | $213k | 1.5k | 146.29 |
| 2019-12-31 | $461k | 5.0k | 92.91 |
| 2019-09-30 | $4.5M | 53k | 84.02 |
Top funds holding Schwab U S Large Cap Growth ETF
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