Schwab U S Large Cap Growth ETF shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $823k | 26k | 31.91 |
| 2025-06-30 | $714k | 24k | 29.21 |
| 2025-03-31 | $617k | 25k | 25.04 |
| 2024-12-31 | $647k | 23k | 27.87 |
| 2024-09-30 | $657k | 6.3k | 104.18 |
| 2024-06-30 | $587k | 5.8k | 100.83 |
| 2024-03-31 | $507k | 5.5k | 92.71 |
| 2023-12-31 | $631k | 7.6k | 82.95 |
| 2023-09-30 | $549k | 7.5k | 72.72 |
| 2023-06-30 | $556k | 7.4k | 74.95 |
| 2023-03-31 | $0 | 7.9k | 0.00 |
| 2022-12-31 | $465k | 7.4k | 63.18 |
| 2022-03-31 | $286k | 4.4k | 64.79 |
| 2021-12-31 | $387k | 2.6k | 149.13 |
| 2021-09-30 | $382k | 2.3k | 163.25 |
| 2021-06-30 | $240k | 1.6k | 151.13 |
| 2021-03-31 | $217k | 1.6k | 136.65 |
| 2020-12-31 | $213k | 1.6k | 134.30 |
| 2020-09-30 | $222k | 1.9k | 120.00 |
| 2020-06-30 | $209k | 1.8k | 113.03 |
| 2020-03-31 | $251k | 2.7k | 91.84 |
| 2019-03-31 | $202k | 2.5k | 80.54 |
| 2017-12-31 | $201k | 2.8k | 70.77 |
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