Schwab U S Large Cap Growth ETF shares owned by Finer Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management 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 Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 13k | 31.91 |
| 2025-06-30 | $398k | 14k | 29.21 |
| 2025-03-31 | $372k | 15k | 25.04 |
| 2024-12-31 | $409k | 15k | 27.87 |
| 2024-09-30 | $395k | 3.8k | 104.18 |
| 2024-06-30 | $409k | 4.1k | 100.84 |
| 2024-03-31 | $367k | 4.0k | 92.72 |
| 2023-09-30 | $316k | 4.3k | 72.72 |
| 2023-06-30 | $304k | 4.1k | 74.95 |
| 2023-03-31 | $293k | 4.5k | 65.17 |
| 2022-12-31 | $251k | 4.5k | 55.56 |
| 2022-09-30 | $244k | 4.4k | 55.77 |
| 2022-06-30 | $235k | 4.0k | 58.13 |
| 2022-03-31 | $301k | 4.0k | 74.86 |
| 2021-12-31 | $362k | 2.1k | 170.67 |
Top funds holding Schwab U S Large Cap Growth ETF
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