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Schwab U S Large Cap Growth ETF shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning 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 ZynergyRetirementPlanning 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 ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 18k 31.91
2025-06-30 $516k 18k 29.21
2025-03-31 $655k 24k 27.87
2024-12-31 $637k 6.1k 104.18
2024-09-30 $637k 6.1k 104.18
2024-06-30 $672k 6.7k 100.84