Schwab U S Large Cap Growth ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors 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 Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 1.2M | 31.91 |
| 2025-06-30 | $36M | 1.2M | 29.21 |
| 2025-03-31 | $31M | 1.2M | 25.04 |
| 2024-12-31 | $34M | 1.2M | 27.87 |
| 2024-09-30 | $32M | 311k | 104.18 |
| 2024-06-30 | $31M | 311k | 100.84 |
| 2024-03-31 | $30M | 325k | 92.72 |
| 2023-12-31 | $18M | 322k | 55.56 |
| 2023-09-30 | $24M | 335k | 72.72 |
| 2023-06-30 | $26M | 350k | 74.95 |
| 2023-03-31 | $22M | 341k | 65.17 |
| 2022-12-31 | $18M | 322k | 55.56 |
| 2022-09-30 | $9.7M | 174k | 55.81 |
| 2022-06-30 | $10M | 180k | 57.99 |
| 2022-03-31 | $743k | 9.9k | 74.82 |
| 2021-12-31 | $813k | 5.0k | 163.73 |
| 2021-09-30 | $514k | 3.5k | 148.11 |
| 2021-06-30 | $506k | 3.5k | 145.96 |
| 2021-03-31 | $450k | 3.5k | 129.77 |
| 2020-12-31 | $444k | 3.5k | 128.41 |
| 2020-09-30 | $398k | 3.5k | 115.18 |
| 2020-06-30 | $350k | 3.5k | 101.54 |
| 2020-03-31 | $274k | 3.4k | 79.64 |
| 2019-12-31 | $368k | 4.0k | 92.90 |
| 2019-09-30 | $331k | 3.9k | 84.02 |
| 2019-06-30 | $327k | 3.9k | 83.21 |
| 2019-03-31 | $312k | 3.9k | 79.43 |
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