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Schwab U S Large Cap Growth ETF shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $948k 11k 82.96
2023-09-30 $831k 11k 72.72
2020-09-30 $215k 1.9k 115.16

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Emerson Electric (EMR)
First Busey Corp Com New (BUSE)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Plan

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