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Schwab U S Large Cap Growth ETF shares owned by Elser Financial Planning

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

Historical chart of Elser Financial 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 Elser Financial 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 32k 32.18
2025-06-30 $938k 32k 29.21
2025-03-31 $531k 21k 25.04
2024-12-31 $590k 21k 27.87
2024-09-30 $552k 5.3k 104.19