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

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

Historical chart of Planning Project 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 Project 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 Project

Quarter filed Position value Share count Share price at filing
2026-06-30 $740k 21k 35.66

More positions owned by Planning Project

Ishares Tr Exchange Trade Fund (IVV)
Ishares Tr Exchange Trade Fund (IEFA)
Ishares Tr Exchange Trade Fund (AGG)
Ishares Tr Exchange Trade Fund (IJH)
Ishares Tr Exchange Trade Fund (LQD)
Ishares Tr Exchange Trade Fund (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)
Linde Stock (LIN)
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)
Vanguard Bd Index Fds Exchange Trade Fund (BND)
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)
Conocophillips Stock (COP)
Vanguard Scottsdale Fds Exchange Trade Fund (VO)
Walmart Stock (WMT)

View all positions for Planning Project

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
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF