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

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

Historical chart of Sigma Planning 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 Sigma 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 212k 104.18
2024-06-30 $17M 169k 100.84
2024-03-31 $9.1M 99k 92.72
2023-12-31 $2.7M 32k 82.96
2023-09-30 $5.3M 73k 72.72
2023-06-30 $4.7M 63k 74.95
2023-03-31 $12M 180k 65.17
2022-12-31 $10M 188k 55.56
2022-09-30 $9.8M 176k 55.81
2022-06-30 $11M 181k 57.99
2022-03-31 $13M 167k 74.82
2021-12-31 $27M 163k 163.75
2021-09-30 $23M 158k 148.09
2021-06-30 $9.9M 68k 145.97
2021-03-31 $8.5M 65k 129.77
2020-12-31 $6.7M 52k 128.41
2020-09-30 $5.9M 51k 115.17
2020-06-30 $5.2M 51k 101.53
2020-03-31 $4.0M 50k 79.65
2019-12-31 $4.9M 52k 92.90
2019-09-30 $4.4M 52k 84.00
2019-06-30 $4.4M 53k 83.22
2019-03-31 $3.8M 47k 79.44
2018-12-31 $1.9M 27k 68.95
2018-09-30 $2.3M 29k 82.02
2018-06-30 $2.6M 35k 75.78
2018-03-31 $2.5M 35k 71.71
2017-12-31 $2.5M 36k 70.70
2017-09-30 $2.3M 35k 66.08
2017-06-30 $2.2M 35k 63.20
2017-03-31 $2.0M 33k 60.48
2016-12-31 $1.9M 34k 55.83
2016-09-30 $1.8M 32k 55.47
2016-06-30 $1.5M 29k 52.48
2016-03-31 $1.3M 25k 52.42
2015-12-31 $1.8M 35k 52.83
2015-09-30 $1.6M 32k 49.99
2015-06-30 $1.2M 22k 53.66
2015-03-31 $1.0M 20k 53.87
2014-12-31 $905k 18k 51.81

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF