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Schwab U S Large Cap Growth ETF shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 8.4k 31.91
2025-06-30 $247k 8.5k 29.21
2024-12-31 $221k 7.9k 27.87

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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