Finer Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Finer Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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