Schwab U S Large Cap Growth ETF shares owned by Defined Financial Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Defined Financial Planning
from 13F filings
Historical chart of Defined Financial 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 Defined Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 436k | 32.52 |
| 2025-06-30 | $12M | 392k | 29.47 |
| 2025-03-31 | $8.7M | 345k | 25.24 |
| 2024-12-31 | $7.6M | 274k | 27.87 |
More positions owned by Defined Financial Planning
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Top funds holding Schwab U S Large Cap Growth ETF
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