Schwab U S Large Cap Growth ETF shares owned by Financial Services Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory 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 Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 134k | 31.91 |
| 2025-06-30 | $4.0M | 138k | 29.21 |
| 2025-03-31 | $3.5M | 138k | 25.04 |
| 2024-12-31 | $4.1M | 147k | 27.87 |
| 2024-09-30 | $3.8M | 37k | 104.18 |
| 2024-06-30 | $24M | 238k | 100.84 |
| 2024-03-31 | $7.6M | 83k | 92.72 |
| 2023-12-31 | $7.0M | 84k | 82.96 |
| 2023-09-30 | $6.2M | 85k | 72.72 |
| 2023-06-30 | $6.4M | 86k | 74.95 |
| 2023-03-31 | $3.0M | 46k | 65.17 |
| 2021-12-31 | $16M | 127k | 128.03 |
| 2021-09-30 | $15M | 103k | 148.09 |
| 2020-06-30 | $5.7M | 56k | 101.53 |
| 2019-12-31 | $4.1M | 44k | 92.90 |
| 2019-09-30 | $4.2M | 50k | 84.01 |
| 2019-06-30 | $8.2M | 99k | 83.21 |
| 2019-03-31 | $4.1M | 52k | 79.44 |
| 2018-09-30 | $5.0M | 61k | 82.02 |
| 2018-06-30 | $4.5M | 60k | 75.77 |
More positions owned by Financial Services Advisory
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