Planning Capital Management Corp »

Schwab U S Large Cap Growth ETF shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $587k 5.6k 104.17
2024-06-30 $568k 5.6k 100.84
2024-03-31 $522k 5.6k 92.72
2023-12-31 $471k 5.7k 82.95

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors
Ameriprise Financial

View all funds holding Schwab U S Large Cap Growth ETF