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Schwab U S Large Cap Growth ETF shares owned by Planning Center

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

Historical chart of Planning Center 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 Center 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 Planning Center

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 32k 31.91
2025-06-30 $951k 33k 29.21
2025-03-31 $881k 35k 25.04
2024-12-31 $981k 35k 27.87
2024-09-30 $912k 8.8k 104.18
2024-06-30 $882k 8.8k 100.83