Schwab U S Large Cap Growth ETF shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville 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 Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 6.7k | 31.91 |
| 2025-06-30 | $209k | 7.2k | 29.21 |
| 2024-12-31 | $214k | 7.7k | 27.87 |
| 2024-09-30 | $207k | 2.0k | 104.18 |
| 2024-06-30 | $222k | 2.2k | 100.96 |
| 2024-03-31 | $207k | 2.2k | 92.73 |
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