Schwab U S Large Cap Growth ETF shares owned by Fingerlakes Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fingerlakes Wealth Management
from 13F filings
Historical chart of Fingerlakes 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 Fingerlakes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 218k | 31.91 |
| 2025-06-30 | $5.7M | 195k | 29.21 |
| 2025-03-31 | $4.2M | 167k | 25.04 |
| 2024-12-31 | $4.2M | 151k | 27.87 |
| 2024-09-30 | $3.5M | 33k | 104.18 |
| 2024-03-31 | $2.1M | 23k | 92.72 |
| 2023-12-31 | $1.7M | 21k | 82.96 |
| 2023-09-30 | $1.2M | 17k | 72.72 |
| 2023-06-30 | $1.2M | 17k | 74.95 |
| 2023-03-31 | $1.1M | 16k | 65.17 |
| 2022-12-31 | $670k | 12k | 55.56 |
| 2022-09-30 | $691k | 12k | 55.80 |
| 2022-06-30 | $684k | 12k | 58.02 |
| 2022-03-31 | $440k | 5.9k | 74.82 |
| 2021-12-31 | $210k | 1.3k | 160.55 |
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