Schwab U S Large Cap Growth ETF shares owned by Fermata Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors 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 Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 193k | 31.91 |
| 2025-06-30 | $4.2M | 143k | 29.21 |
| 2025-03-31 | $2.7M | 106k | 25.04 |
| 2024-12-31 | $1.2M | 45k | 27.87 |
| 2024-09-30 | $245k | 2.4k | 104.20 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF