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

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

Historical chart of Keener 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 Keener Financial 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 Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 108 27.78
2025-06-30 $57k 2.0k 28.72
2025-03-31 $2.0k 108 18.52
2024-12-31 $3.0k 108 27.78