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Schwab U S Large Cap Growth ETF shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 84k 104.18
2024-06-30 $4.6M 46k 100.84
2024-03-31 $3.9M 42k 92.72
2023-12-31 $536k 6.2k 86.45
2023-09-30 $314k 4.3k 72.72
2023-06-30 $420k 5.6k 74.95