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
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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 |
|---|---|---|---|
| 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 |
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