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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

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fonville Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF