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

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

Historical chart of LifePlan Investment 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 LifePlan Investment 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 LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 117k 33.84

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF