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

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

Historical chart of Retirement 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 Retirement 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 29k 104.18
2024-06-30 $3.0M 29k 100.84
2024-03-31 $3.0M 32k 92.72
2023-12-31 $2.6M 32k 82.96
2023-09-30 $1.8M 25k 72.72
2023-06-30 $1.9M 25k 74.95
2023-03-31 $1.7M 27k 65.17
2022-12-31 $4.1M 73k 55.56
2022-09-30 $85M 1.5M 55.81
2022-06-30 $86M 1.5M 57.99
2022-03-31 $95M 1.3M 74.82
2021-12-31 $522k 3.2k 163.69
2021-09-30 $319k 2.2k 148.03
2021-06-30 $213k 1.5k 146.29
2019-12-31 $461k 5.0k 92.91
2019-09-30 $4.5M 53k 84.02