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Schwab U S Large Cap Growth ETF shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 109k 33.84
2026-03-31 $3.3M 113k 29.13
2025-12-31 $3.8M 118k 32.62
2025-09-30 $3.4M 106k 31.91
2025-06-30 $3.1M 105k 29.21
2025-03-31 $2.8M 112k 25.04
2024-12-31 $2.2M 78k 27.87

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Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Raymond James Financial
Ameriprise Financial
Vantagepoint Investment Advisers
Honkamp Krueger Financial Services
Fund Evaluation Group
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF