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Schwab U S Large Cap Growth ETF shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $512k 14k 35.93
2026-06-30 $424k 13k 33.84
2026-03-31 $359k 12k 29.13
2025-12-31 $321k 9.8k 32.62
2025-09-30 $314k 9.8k 31.91
2025-06-30 $262k 9.0k 29.21

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Apple (AAPL)
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Amazon (AMZN)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Timothy Plan U S Sm Cp Core (TPSC)
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NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Analog Devices (ADI)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Plan A Wealth

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF