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

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 6.7k 32.62

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Core Msci Emkt (IEMG)

View all positions for Sequent Planning

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Cetera Investment Advisers
Ameriprise Financial
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