Schwab U S Large Cap Growth ETF shares owned by Capital Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 289k | 92.72 |
| 2023-12-31 | $24M | 285k | 82.98 |
| 2023-09-30 | $20M | 279k | 72.72 |
| 2023-06-30 | $21M | 280k | 74.95 |
| 2023-03-31 | $19M | 286k | 65.17 |
| 2022-12-31 | $15M | 263k | 55.56 |
| 2022-09-30 | $15M | 259k | 55.81 |
| 2022-06-30 | $15M | 250k | 57.99 |
| 2022-03-31 | $18M | 236k | 74.82 |
| 2021-12-31 | $18M | 112k | 163.79 |
| 2021-09-30 | $17M | 112k | 148.09 |
| 2021-06-30 | $16M | 111k | 145.96 |
| 2021-03-31 | $14M | 110k | 129.78 |
| 2020-12-31 | $14M | 108k | 128.41 |
Top funds holding Schwab U S Large Cap Growth ETF
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