Schwab U S Large Cap Growth ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $54M | 519k | 104.18 |
| 2024-06-30 | $52M | 518k | 100.84 |
| 2024-03-31 | $47M | 502k | 92.72 |
| 2023-12-31 | $41M | 494k | 82.96 |
| 2023-09-30 | $36M | 501k | 72.72 |
| 2023-06-30 | $4.5M | 60k | 74.95 |
| 2023-03-31 | $4.1M | 63k | 65.17 |
| 2022-12-31 | $3.5M | 63k | 55.56 |
| 2022-09-30 | $3.9M | 70k | 55.81 |
| 2022-06-30 | $4.3M | 75k | 57.99 |
| 2022-03-31 | $5.7M | 76k | 74.82 |
| 2021-12-31 | $6.4M | 39k | 163.75 |
| 2021-09-30 | $6.1M | 41k | 148.09 |
| 2021-06-30 | $6.5M | 45k | 145.95 |
| 2021-03-31 | $815k | 6.3k | 129.82 |
| 2020-12-31 | $685k | 5.3k | 128.47 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF