Schwab U S Large Cap Growth ETF shares owned by HMV Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HMV Wealth Advisors
from 13F filings
Historical chart of HMV 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 HMV 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 HMV Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 38k | 32.62 |
| 2025-09-30 | $1.4M | 43k | 31.91 |
| 2025-06-30 | $1.3M | 44k | 29.21 |
| 2025-03-31 | $1.7M | 68k | 25.04 |
| 2024-12-31 | $1.9M | 68k | 27.87 |
Top funds holding Schwab U S Large Cap Growth ETF
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