Schwab U S Large Cap Growth ETF shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.2M | 78k | 104.18 |
| 2024-06-30 | $8.4M | 80k | 104.56 |
| 2024-03-31 | $8.1M | 87k | 92.72 |
| 2023-12-31 | $8.1M | 98k | 82.96 |
| 2023-09-30 | $7.7M | 106k | 72.72 |
| 2023-06-30 | $8.5M | 114k | 74.95 |
| 2023-03-31 | $8.7M | 133k | 65.17 |
| 2022-12-31 | $7.3M | 132k | 55.56 |
| 2022-09-30 | $7.5M | 134k | 55.81 |
| 2022-06-30 | $7.6M | 132k | 57.99 |
| 2022-03-31 | $8.2M | 109k | 74.82 |
| 2021-12-31 | $5.8M | 73k | 79.43 |
| 2021-09-30 | $7.4M | 50k | 148.10 |
| 2021-06-30 | $7.8M | 53k | 145.96 |
| 2021-03-31 | $7.0M | 54k | 129.78 |
| 2020-12-31 | $6.7M | 52k | 128.42 |
| 2020-09-30 | $6.2M | 54k | 115.17 |
| 2020-06-30 | $7.6M | 75k | 101.54 |
| 2020-03-31 | $6.2M | 78k | 79.64 |
| 2019-12-31 | $7.6M | 82k | 92.91 |
| 2019-09-30 | $6.8M | 81k | 84.01 |
| 2019-06-30 | $6.3M | 76k | 83.20 |
| 2019-03-31 | $5.8M | 73k | 79.43 |
| 2018-12-31 | $4.4M | 64k | 68.92 |
Top funds holding Schwab U S Large Cap Growth ETF
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