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Schwab U S Large Cap Growth ETF shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $837k 12k 72.72
2022-12-31 $451k 8.1k 55.56
2022-06-30 $528k 9.1k 57.96
2021-09-30 $1.0M 6.9k 148.12
2021-03-31 $1.2M 9.5k 129.81
2020-12-31 $651k 5.1k 128.38