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Schwab U S Large Cap Growth ETF shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory 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 VSM Wealth Advisory 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 VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $759k 24k 31.91
2025-06-30 $8.1M 333k 24.44