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
Download as csvQuarterly 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 |
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