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

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

Historical chart of FSM 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 FSM 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 78k 104.18
2024-06-30 $7.2M 71k 100.84
2024-03-31 $6.1M 66k 92.72
2023-12-31 $4.7M 57k 82.96
2023-09-30 $3.9M 54k 72.72
2023-06-30 $3.6M 49k 74.57
2023-03-31 $2.7M 42k 65.17
2022-12-31 $2.0M 36k 55.56
2022-09-30 $2.0M 35k 55.80
2022-06-30 $1.2M 19k 66.61