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Schwab U S Large Cap Growth ETF shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL 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 Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 34k 32.62
2025-09-30 $1.1M 34k 31.91
2025-06-30 $1.0M 35k 29.21
2025-03-31 $877k 35k 25.04
2024-12-31 $1.0M 37k 27.87
2024-09-30 $961k 9.2k 104.18