Schwab U S Large Cap Growth ETF shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 1.0k | 31.91 |
| 2025-06-30 | $30k | 1.0k | 29.21 |
| 2025-03-31 | $25k | 1.0k | 25.04 |
| 2024-12-31 | $86k | 3.1k | 27.87 |
| 2024-09-30 | $27k | 254 | 104.18 |
| 2024-06-30 | $26k | 254 | 100.84 |
| 2024-03-31 | $24k | 254 | 92.72 |
| 2023-12-31 | $21k | 254 | 82.96 |
| 2023-09-30 | $19k | 254 | 72.72 |
| 2023-06-30 | $19k | 254 | 74.95 |
| 2023-03-31 | $17k | 254 | 65.17 |
| 2022-12-31 | $14k | 254 | 55.56 |
| 2022-09-30 | $14k | 254 | 55.12 |
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