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Schwab U S Large Cap Growth ETF shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 13k 31.91
2025-06-30 $278k 9.5k 29.21
2025-03-31 $252k 10k 25.04
2024-12-31 $306k 11k 27.87