Schwab U S Large Cap Growth ETF shares owned by Alpha Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Alpha Financial Advisors
from 13F filings
Historical chart of Alpha Financial Advisors 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 Alpha Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $687k | 22k | 31.91 |
| 2025-06-30 | $628k | 22k | 29.21 |
| 2025-03-31 | $458k | 18k | 25.04 |
| 2024-12-31 | $510k | 18k | 27.87 |
| 2024-09-30 | $476k | 4.6k | 104.17 |
| 2024-06-30 | $461k | 4.6k | 100.83 |
| 2024-03-31 | $424k | 4.6k | 92.71 |
| 2023-12-31 | $379k | 4.6k | 82.95 |
| 2023-09-30 | $332k | 4.6k | 72.71 |
| 2023-06-30 | $343k | 4.6k | 74.94 |
| 2023-03-31 | $298k | 4.6k | 65.16 |
| 2022-12-31 | $254k | 4.6k | 55.55 |
Top funds holding Schwab U S Large Cap Growth ETF
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