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Schwab U S Large Cap Growth ETF shares owned by Blom & Howell Financial Planning

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

Historical chart of Blom & Howell Financial 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 Blom & Howell Financial 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 Blom & Howell Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.1M 312k 29.13
2025-12-31 $8.5M 261k 32.62

More positions owned by Blom & Howell Financial Planning

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Blom & Howell Financial Planning

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Cetera Investment Advisers
Vantagepoint Investment Advisers
Ameriprise Financial
Raymond James Financial
Oasis Advisors
Honkamp Krueger Financial Services
Colony

View all funds holding Schwab U S Large Cap Growth ETF