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Schwab U S Large Cap Growth ETF shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0B 32M 31.91
2025-06-30 $814M 28M 29.21
2025-03-31 $616M 25M 25.04
2024-12-31 $615M 22M 27.87
2024-09-30 $447M 4.3M 104.18
2024-06-30 $386M 3.8M 100.84
2024-03-31 $321M 3.5M 92.72
2023-09-30 $185M 2.5M 72.72
2023-06-30 $178M 2.4M 74.95
2023-03-31 $143M 2.2M 65.17
2022-12-31 $120M 2.2M 55.56
2022-09-30 $108M 1.9M 55.81
2022-06-30 $105M 1.8M 57.99
2022-03-31 $134M 1.8M 74.82
2021-12-31 $148M 905k 163.75
2021-09-30 $126M 854k 148.09
2021-06-30 $115M 790k 145.96
2021-03-31 $100M 767k 129.78
2020-12-31 $98M 762k 128.41
2020-09-30 $91M 787k 115.17
2020-06-30 $78M 767k 101.54
2020-03-31 $60M 758k 79.65
2019-12-31 $69M 746k 92.91
2019-09-30 $60M 709k 84.01
2019-06-30 $60M 720k 83.21
2019-03-31 $53M 669k 79.43
2018-12-31 $42M 605k 68.93
2018-09-30 $45M 550k 82.02
2018-06-30 $41M 542k 75.78
2018-03-31 $38M 528k 71.71
2017-12-31 $34M 478k 70.71
2017-09-30 $27M 409k 66.07
2017-06-30 $24M 379k 63.20
2017-03-31 $22M 365k 60.41
2016-12-31 $18M 325k 56.27
2016-09-30 $16M 284k 55.14
2016-06-30 $14M 274k 52.56
2016-03-31 $28M 539k 52.03
2015-12-31 $27M 527k 51.89
2015-09-30 $13M 248k 51.80
2015-06-30 $4.5M 84k 53.82
2015-03-31 $3.1M 58k 53.59
2014-12-31 $1.8M 35k 51.78
2014-09-30 $1.4M 29k 48.42
2014-06-30 $919k 19k 48.53
2014-03-31 $725k 16k 45.97
2013-12-31 $596k 13k 45.25
2013-09-30 $566k 14k 41.72
2013-06-30 $509k 13k 38.08

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View all positions for LPL Financial

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