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Schwab U S Large Cap Growth ETF shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $59k 900 65.17
2022-12-31 $50k 900 55.56
2022-09-30 $149k 2.7k 55.95
2022-06-30 $240k 4.1k 57.97
2022-03-31 $967k 13k 74.84
2021-12-31 $1.3M 7.8k 163.75
2021-09-30 $1.2M 8.4k 148.08
2021-06-30 $1.2M 8.1k 145.97
2021-03-31 $1.4M 11k 129.79
2020-12-31 $1.5M 12k 128.45

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF