Schwab U S Large Cap Growth ETF shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox 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 Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 16k | 31.91 |
| 2025-06-30 | $372k | 13k | 29.21 |
| 2025-03-31 | $319k | 13k | 25.04 |
| 2024-12-31 | $355k | 13k | 27.87 |
| 2024-09-30 | $332k | 3.2k | 104.18 |
| 2024-06-30 | $324k | 3.2k | 100.95 |
| 2024-03-31 | $297k | 3.2k | 92.73 |
| 2023-12-31 | $314k | 3.8k | 82.98 |
| 2023-09-30 | $275k | 3.8k | 72.72 |
| 2023-06-30 | $283k | 3.8k | 74.94 |
| 2023-03-31 | $245k | 3.8k | 65.17 |
| 2022-12-31 | $200k | 3.6k | 55.55 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF