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Schwab U S Large Cap Growth ETF shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Retirement Planning Group, Llc / Ny 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 Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $885k 28k 31.91
2025-06-30 $732k 25k 29.21
2025-03-31 $603k 24k 25.04
2024-12-31 $479k 17k 27.87

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Nasdaq 100 Cover (QYLD)
Nuveen Core Equity Alpha Fund (JCE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Alps Etf Tr Riverfrnt Dymc (RFDA)
Select Sector Spdr Tr Financial (XLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pimco Dynamic Income SHS (PDI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Energy (XLE)
Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF