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
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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 |
|---|---|---|---|
| 2025-09-30 | $296k | 9.3k | 31.91 |
| 2025-06-30 | $273k | 9.4k | 29.21 |
| 2025-03-31 | $237k | 9.5k | 25.04 |
| 2024-12-31 | $264k | 9.5k | 27.87 |
| 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
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Top funds holding Schwab U S Large Cap Growth ETF
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