Schwab U S Large Cap Growth ETF shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset 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 Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 15k | 82.96 |
| 2023-09-30 | $1.1M | 15k | 72.72 |
| 2023-06-30 | $1.2M | 16k | 74.95 |
| 2022-12-31 | $923k | 17k | 55.56 |
| 2022-09-30 | $964k | 17k | 55.81 |
| 2022-06-30 | $1.1M | 19k | 58.64 |
| 2022-03-31 | $1.6M | 22k | 74.82 |
| 2021-12-31 | $2.1M | 13k | 163.75 |
| 2021-09-30 | $2.0M | 13k | 148.09 |
| 2021-06-30 | $1.9M | 13k | 146.49 |
| 2021-03-31 | $1.7M | 13k | 132.08 |
| 2020-12-31 | $1.6M | 13k | 128.41 |
| 2020-09-30 | $1.7M | 14k | 115.17 |
| 2020-06-30 | $3.0M | 30k | 101.54 |
| 2020-03-31 | $2.7M | 36k | 75.99 |
| 2019-12-31 | $3.2M | 33k | 96.68 |
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