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

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 12k 31.91
2025-06-30 $314k 11k 29.21
2025-03-31 $244k 9.8k 25.04
2024-12-31 $296k 11k 27.87
2024-09-30 $219k 2.1k 104.18

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View all positions for Holistic Planning

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF