Schwab U S Large Cap Growth ETF shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza 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 Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 7.9k | 31.91 |
| 2025-06-30 | $231k | 7.9k | 29.21 |
| 2024-12-31 | $220k | 7.9k | 27.87 |
| 2024-09-30 | $206k | 2.0k | 104.18 |
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