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Schwab U S Large Cap Growth ETF shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services 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 Financial Planning & Information Services 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 Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $16M 162k 100.84
2024-03-31 $14M 155k 92.72
2023-09-30 $4.1M 56k 72.72
2023-06-30 $3.4M 45k 74.95
2023-03-31 $2.3M 35k 65.17
2022-12-31 $726k 13k 55.56