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Schwab U S Large Cap Growth ETF shares owned by Iwamoto Kong & Co

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Iwamoto Kong & Co from 13F filings

Historical chart of Iwamoto Kong & Co investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Iwamoto Kong & Co 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 Iwamoto Kong & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 10k 104.18
2024-06-30 $1.0M 10k 100.84
2024-03-31 $953k 10k 92.72
2023-12-31 $853k 10k 82.96
2023-09-30 $749k 10k 72.72
2023-06-30 $632k 8.4k 74.95
2023-03-31 $388k 6.0k 65.17
2022-12-31 $312k 5.6k 55.56
2022-09-30 $336k 6.0k 55.75
2022-06-30 $359k 6.2k 58.02
2022-03-31 $502k 6.7k 74.89
2021-12-31 $569k 3.5k 163.65
2021-09-30 $540k 3.6k 148.07
2021-06-30 $519k 3.6k 145.91
2021-03-31 $470k 3.6k 129.76
2020-12-31 $540k 4.2k 128.51
2020-09-30 $505k 4.4k 115.22
2020-06-30 $567k 5.6k 101.58
2020-03-31 $440k 5.5k 79.65
2019-12-31 $596k 6.4k 92.83
2019-09-30 $543k 6.5k 84.07
2019-06-30 $627k 7.5k 83.22
2019-03-31 $914k 12k 79.46
2018-12-31 $802k 12k 68.92
2018-09-30 $20M 242k 82.02
2018-06-30 $17M 219k 75.78
2018-03-31 $14M 200k 71.71
2017-12-31 $14M 194k 70.71
2017-09-30 $12M 183k 66.07
2017-06-30 $9.2M 146k 63.20
2017-03-31 $507k 8.4k 60.50
2016-12-31 $466k 8.4k 55.77
2016-09-30 $404k 7.3k 55.53
2016-06-30 $367k 7.0k 52.47
2016-03-31 $339k 6.5k 52.36
2015-12-31 $9.1M 173k 52.83
2015-09-30 $315k 6.3k 49.94
2015-06-30 $7.4M 139k 53.67
2015-03-31 $7.4M 138k 53.87
2014-12-31 $6.7M 129k 51.79
2014-09-30 $3.0M 61k 49.18
2014-06-30 $1.9M 40k 48.51
2013-06-30 $1.0k 16 62.50
2013-03-31 $370 10 37.00
2012-06-30 $230 7 32.87
2012-03-31 $0 7 0.00
2011-12-31 $229 7 32.72

More positions owned by Iwamoto Kong & Co

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Lockheed Martin Corporation (LMT)
Microsoft Corporation (MSFT)
American Tower Reit (AMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Regeneron Pharmaceuticals (REGN)
ResMed (RMD)
Exxon Mobil Corporation (XOM)

View all positions for Iwamoto Kong & Co

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF