Schwab U S Large Cap Growth ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Forum Financial 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $660k | 23k | 29.13 |
| 2025-12-31 | $764k | 23k | 32.62 |
| 2025-09-30 | $476k | 15k | 31.91 |
| 2025-06-30 | $417k | 14k | 29.21 |
| 2025-03-31 | $347k | 14k | 25.04 |
| 2024-12-31 | $343k | 12k | 27.87 |
| 2024-09-30 | $321k | 3.1k | 104.18 |
| 2024-06-30 | $310k | 3.1k | 100.86 |
More positions owned by Forum Financial Management
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Top funds holding Schwab U S Large Cap Growth ETF
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