Schwab U S Large Cap Growth ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 19k | 31.91 |
| 2025-06-30 | $6.0M | 204k | 29.21 |
| 2023-09-30 | $549k | 7.5k | 72.72 |
| 2022-12-31 | $462k | 7.4k | 62.85 |
| 2022-09-30 | $394k | 6.8k | 57.83 |
| 2022-03-31 | $286k | 4.4k | 64.79 |
More positions owned by WealthPlan Investment Management
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