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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

Tip: Access up to 7 years of quarterly data

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
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Intel Corporation (INTC)
Snap-on Incorporated (SNA)
Regeneron Pharmaceuticals (REGN)
Pioneer Natural Resources (PXD)
Alphabet Cap Stk Cl A (GOOGL)
American Tower Reit (AMT)
Adobe Systems Incorporated (ADBE)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Iwamoto Kong & Co

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network

View all funds holding Schwab U S Large Cap Growth ETF