Schwab U S Large Cap Growth ETF shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 712k | 31.91 |
| 2025-06-30 | $21M | 719k | 29.21 |
| 2025-03-31 | $18M | 703k | 25.04 |
| 2024-12-31 | $20M | 699k | 27.87 |
| 2024-09-30 | $18M | 173k | 104.18 |
| 2024-06-30 | $18M | 187k | 93.59 |
| 2024-03-31 | $16M | 181k | 89.05 |
| 2023-12-31 | $15M | 178k | 82.96 |
| 2023-09-30 | $12M | 168k | 72.72 |
| 2023-06-30 | $12M | 161k | 74.95 |
| 2023-03-31 | $11M | 160k | 65.17 |
| 2022-12-31 | $9.6M | 172k | 55.56 |
| 2022-09-30 | $11M | 187k | 55.81 |
| 2022-06-30 | $11M | 197k | 57.99 |
| 2022-03-31 | $15M | 206k | 74.82 |
| 2021-12-31 | $17M | 106k | 163.75 |
| 2021-09-30 | $16M | 109k | 148.09 |
| 2021-06-30 | $16M | 109k | 145.96 |
| 2021-03-31 | $14M | 106k | 129.78 |
| 2020-12-31 | $14M | 106k | 128.41 |
| 2020-09-30 | $12M | 106k | 115.17 |
| 2020-06-30 | $9.5M | 94k | 101.54 |
| 2020-03-31 | $7.3M | 92k | 79.65 |
| 2019-12-31 | $8.7M | 93k | 92.91 |
| 2019-09-30 | $5.7M | 68k | 84.01 |
| 2019-06-30 | $4.5M | 54k | 83.22 |
| 2019-03-31 | $2.7M | 34k | 79.43 |
| 2018-12-31 | $2.1M | 30k | 68.93 |
| 2018-09-30 | $2.7M | 33k | 82.02 |
| 2018-06-30 | $2.2M | 29k | 75.76 |
| 2018-03-31 | $2.0M | 28k | 71.72 |
| 2017-12-31 | $1.4M | 20k | 70.73 |
| 2017-09-30 | $1.1M | 16k | 66.07 |
| 2017-06-30 | $775k | 12k | 63.19 |
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