Schwab U S Large Cap Growth ETF shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 81k | 31.91 |
| 2025-06-30 | $2.1M | 73k | 29.21 |
| 2025-03-31 | $1.9M | 74k | 25.04 |
| 2024-12-31 | $1.5M | 55k | 27.87 |
| 2024-09-30 | $1.8M | 17k | 104.18 |
| 2024-06-30 | $1.7M | 17k | 100.84 |
| 2024-03-31 | $1.6M | 17k | 92.72 |
| 2023-12-31 | $2.0M | 25k | 82.96 |
| 2023-09-30 | $1.8M | 25k | 72.72 |
| 2023-06-30 | $1.9M | 25k | 74.95 |
| 2023-03-31 | $1.7M | 26k | 65.17 |
| 2022-12-31 | $1.4M | 26k | 55.56 |
| 2022-09-30 | $1.8M | 32k | 55.80 |
| 2022-06-30 | $1.9M | 32k | 57.98 |
| 2022-03-31 | $2.4M | 32k | 74.83 |
| 2021-12-31 | $2.7M | 16k | 163.74 |
| 2021-09-30 | $2.7M | 18k | 148.10 |
| 2021-06-30 | $2.5M | 17k | 145.94 |
| 2021-03-31 | $813k | 6.3k | 129.73 |
| 2020-12-31 | $628k | 4.9k | 128.45 |
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