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Schwab U S Large Cap Growth ETF shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth 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 Tempus Wealth 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 29k 92.72
2023-12-31 $2.4M 29k 82.96
2023-09-30 $1.9M 26k 72.72
2023-06-30 $2.0M 26k 74.95
2023-03-31 $1.6M 24k 65.17
2022-12-31 $989k 18k 55.56
2022-09-30 $268k 4.8k 55.85

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF