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
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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 |
|---|---|---|---|
| 2025-09-30 | $14M | 436k | 31.91 |
| 2025-06-30 | $12M | 409k | 29.21 |
| 2025-03-31 | $9.1M | 364k | 25.04 |
| 2024-12-31 | $10M | 366k | 27.87 |
| 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 |
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