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Schwab U S Large Cap Growth ETF shares owned by Creative Planning

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

Historical chart of Creative 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 Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $42M 503k 82.96
2023-09-30 $40M 555k 72.72
2023-06-30 $35M 469k 74.95
2023-03-31 $31M 479k 65.17
2022-12-31 $34M 612k 55.56
2022-09-30 $22M 395k 55.81
2022-06-30 $23M 393k 57.99
2022-03-31 $28M 373k 74.82
2021-12-31 $21M 126k 163.75
2021-09-30 $20M 137k 148.09
2021-06-30 $22M 149k 145.96
2021-03-31 $11M 82k 129.78
2020-12-31 $11M 86k 128.41
2020-09-30 $9.3M 81k 115.17
2020-06-30 $3.2M 31k 101.53
2020-03-31 $2.3M 29k 79.66
2019-12-31 $2.4M 26k 92.92
2019-09-30 $2.0M 24k 84.03
2019-06-30 $1.8M 22k 83.22
2019-03-31 $1.8M 23k 79.40
2018-12-31 $1.4M 21k 68.93
2018-09-30 $1.5M 18k 82.00
2018-06-30 $1.1M 14k 75.80
2018-03-31 $969k 14k 71.70
2017-12-31 $829k 12k 70.73
2017-09-30 $778k 12k 66.04
2017-06-30 $702k 11k 63.21
2017-03-31 $626k 10k 60.45
2016-12-31 $414k 7.4k 55.86
2016-09-30 $384k 6.9k 55.53
2016-06-30 $343k 6.5k 52.49
2016-03-31 $350k 6.7k 52.38
2015-12-31 $356k 6.7k 52.76
2015-09-30 $339k 6.8k 49.96
2015-03-31 $288k 5.3k 53.90
2014-12-31 $350k 6.8k 51.74
2014-09-30 $254k 5.2k 49.19
2014-06-30 $189k 3.9k 48.42
2014-03-31 $180k 3.9k 46.12
2013-12-31 $177k 3.9k 45.35

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
CWM
McAdam
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
HighTower Advisors
Marquette Asset Management

View all funds holding Schwab U S Large Cap Growth ETF