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
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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 |
|---|---|---|---|
| 2025-09-30 | $14M | 425k | 31.91 |
| 2025-06-30 | $12M | 395k | 29.20 |
| 2025-03-31 | $8.5M | 341k | 25.04 |
| 2024-12-31 | $9.5M | 340k | 27.92 |
| 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 |
Top funds holding Schwab U S Large Cap Growth ETF
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