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Schwab U S Large Cap Growth ETF shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $374k 3.6k 104.18
2024-06-30 $362k 3.6k 100.84
2024-03-31 $332k 3.6k 92.72
2023-12-31 $306k 3.7k 82.96
2023-09-30 $268k 3.7k 72.72
2023-06-30 $269k 3.6k 74.95
2023-03-31 $234k 3.6k 65.17
2022-09-30 $200k 3.6k 55.79
2022-06-30 $234k 4.0k 57.98
2022-03-31 $302k 4.0k 74.83
2021-12-31 $330k 2.0k 163.53
2021-09-30 $299k 2.0k 148.17