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Schwab U S Large Cap Growth ETF shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $95k 2.9k 32.49
2025-09-30 $4.8k 162 29.37
2025-06-30 $37k 1.2k 29.86
2025-03-31 $3.5k 146 24.22

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

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
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF