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
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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
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.0M | 123k | 32.62 |
| 2025-09-30 | $3.8M | 119k | 31.91 |
| 2025-06-30 | $3.3M | 112k | 29.21 |
| 2025-03-31 | $2.7M | 106k | 25.04 |
| 2024-12-31 | $3.2M | 113k | 27.87 |
| 2024-09-30 | $3.0M | 29k | 104.18 |
| 2024-06-30 | $2.9M | 29k | 100.84 |
| 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 |
Top funds holding Schwab U S Large Cap Growth ETF
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