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Schwab U S Large Cap Growth ETF shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group 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 Strategic Planning Group 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 Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 138k 104.18
2024-06-30 $14M 137k 100.84
2024-03-31 $12M 128k 92.72

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Principal Exchange Traded Active High Yl (YLD)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Etfis Ser Tr I Virtus Newfleet (NFLT)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wal-Mart Stores (WMT)
Netflix (NFLX)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Strategic Planning Group

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