Investments & Financial Planning »

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

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

Historical chart of Investments & 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 Investments & Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 2.4k 104.18
2024-06-30 $238k 2.4k 100.86
2024-03-31 $219k 2.4k 92.74

More positions owned by Investments & Financial Planning

Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci World Etf (URTH)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Investments & Financial Planning

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF