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Schwab U S Large Cap Growth ETF shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $631k 19k 32.62
2025-09-30 $651k 20k 31.91
2025-06-30 $565k 19k 29.21
2025-03-31 $705k 28k 25.04
2024-12-31 $783k 28k 27.87
2024-09-30 $731k 7.0k 104.18
2024-06-30 $708k 7.0k 100.84
2024-03-31 $651k 7.0k 92.72
2023-12-31 $582k 7.0k 82.96
2023-09-30 $510k 7.0k 72.72
2023-06-30 $547k 7.3k 74.95
2023-03-31 $475k 7.3k 65.17
2022-12-31 $405k 7.3k 55.56
2022-09-30 $426k 7.6k 55.82
2022-06-30 $423k 7.3k 58.02
2022-03-31 $561k 7.5k 74.78
2021-12-31 $614k 3.8k 163.69
2021-09-30 $555k 3.8k 148.00
2021-06-30 $559k 3.8k 145.95
2021-03-31 $497k 3.8k 129.77
2020-12-31 $492k 3.8k 128.49
2020-09-30 $441k 3.8k 115.20
2020-06-30 $389k 3.8k 101.62
2020-03-31 $348k 4.4k 79.58
2019-12-31 $414k 4.5k 92.91
2019-09-30 $374k 4.5k 83.97
2019-06-30 $370k 4.5k 83.13
2019-03-31 $354k 4.5k 79.53
2018-12-31 $370k 5.4k 68.86
2018-09-30 $386k 4.7k 82.02
2018-06-30 $338k 4.5k 75.70
2018-03-31 $325k 4.5k 71.79
2017-12-31 $320k 4.5k 70.72

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF