Ownership history in FC Advisory LLC · 38 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in Schwab Strategic Trust Large Cap Grow (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 107,434 | -2,607 | -2.4% | 1.01% | $3.5M | $32.62 |
| 2025 Q3 | ADDED | 110,041 | +525 | +0.5% | 1.03% | $3.5M | $31.88 |
| 2025 Q2 | ADDED | 109,516 | +22,509 | +25.9% | 0.99% | $3.2M | $29.15 |
| 2025 Q1 | REDUCED | 87,007 | -340 | -0.4% | 0.74% | $2.2M | $24.97 |
| 2024 Q4 | ADDED | 87,347 | +65,067 | +292.0% | 0.82% | $2.4M | $27.76 |
| 2024 Q3 | REDUCED | 22,280 | -213 | -0.9% | 0.78% | $2.3M | $25.91 |
| 2024 Q2 | REDUCED | 22,493 | -553 | -2.4% | 0.83% | $2.3M | $25.06 |
| 2024 Q1 | REDUCED | 23,046 | -552 | -2.3% | 0.79% | $2.1M | $23.01 |
| 2023 Q4 | ADDED | 23,598 | +1,114 | +5.0% | 0.76% | $2.0M | $20.57 |
| 2023 Q3 | ADDED | 22,484 | +105 | +0.5% | 0.69% | $1.6M | $18.00 |
As of 2025 Q4 — sorted by position size