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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

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Quarterly 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