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Schwab U S Large Cap Growth ETF shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth 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 FSC Wealth 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 32k 104.18
2024-06-30 $6.0M 60k 100.84
2024-03-31 $5.7M 62k 92.72
2023-09-30 $15k 202 72.72
2023-06-30 $9.0M 120k 74.95
2023-03-31 $13k 202 65.17
2022-12-31 $11k 202 55.56
2022-09-30 $11k 202 54.46
2022-06-30 $12k 202 59.41
2022-03-31 $15k 202 74.26
2021-12-31 $16M 95k 163.75