Schwab U S Large Cap Growth ETF shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6k | 176 | 31.91 |
| 2025-06-30 | $5.1k | 176 | 29.21 |
| 2025-03-31 | $4.4k | 176 | 25.04 |
| 2024-12-31 | $4.9k | 176 | 27.87 |
| 2024-09-30 | $4.6k | 44 | 104.18 |
| 2024-06-30 | $4.4k | 44 | 100.84 |
| 2024-03-31 | $4.1k | 44 | 92.73 |
| 2023-12-31 | $3.6k | 44 | 82.95 |
| 2023-09-30 | $3.2k | 44 | 72.73 |
| 2023-06-30 | $3.3k | 44 | 74.95 |
| 2023-03-31 | $2.9k | 44 | 65.16 |
| 2022-12-31 | $2.4k | 44 | 55.57 |
| 2022-09-30 | $2.0k | 44 | 45.45 |
| 2022-06-30 | $3.0k | 44 | 68.18 |
| 2022-03-31 | $3.0k | 44 | 68.18 |
| 2021-12-31 | $4.0k | 22 | 181.82 |
| 2021-09-30 | $3.0k | 22 | 136.36 |
| 2021-06-30 | $3.0k | 22 | 136.36 |
| 2021-03-31 | $3.0k | 22 | 136.36 |
| 2020-12-31 | $3.0k | 22 | 136.36 |
| 2020-09-30 | $3.0k | 22 | 136.36 |
| 2020-06-30 | $2.0k | 22 | 90.91 |
| 2020-03-31 | $2.0k | 22 | 90.91 |
| 2019-09-30 | $46k | 549 | 83.79 |
| 2019-06-30 | $46k | 549 | 83.79 |
| 2019-03-31 | $44k | 549 | 80.15 |
| 2018-12-31 | $38k | 549 | 69.22 |
| 2018-09-30 | $45k | 549 | 81.97 |
| 2018-06-30 | $42k | 549 | 76.50 |
| 2018-03-31 | $39k | 549 | 71.04 |
| 2017-12-31 | $39k | 549 | 71.04 |
| 2017-09-30 | $36k | 549 | 65.57 |
More positions owned by Mark Sheptoff Financial Planning
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Top funds holding Schwab U S Large Cap Growth ETF
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