Schwab U S Large Cap Growth ETF shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group 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 Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 296k | 104.18 |
| 2024-06-30 | $31M | 307k | 100.84 |
| 2024-03-31 | $28M | 306k | 92.72 |
| 2023-12-31 | $27M | 319k | 82.96 |
| 2023-09-30 | $24M | 324k | 72.72 |
| 2023-06-30 | $26M | 341k | 74.95 |
| 2023-03-31 | $22M | 341k | 65.17 |
| 2022-12-31 | $19M | 338k | 55.56 |
| 2022-09-30 | $17M | 302k | 55.81 |
| 2022-06-30 | $18M | 307k | 57.99 |
| 2022-03-31 | $23M | 310k | 74.82 |
| 2021-12-31 | $24M | 146k | 163.75 |
| 2021-09-30 | $21M | 144k | 148.09 |
| 2021-06-30 | $21M | 144k | 145.96 |
| 2021-03-31 | $19M | 150k | 129.78 |
| 2020-12-31 | $19M | 150k | 128.41 |
| 2020-09-30 | $18M | 157k | 115.17 |
| 2020-06-30 | $17M | 163k | 101.54 |
| 2020-03-31 | $13M | 165k | 79.65 |
| 2019-12-31 | $15M | 166k | 92.91 |
| 2019-09-30 | $13M | 158k | 84.01 |
| 2019-06-30 | $13M | 161k | 83.21 |
| 2019-03-31 | $12M | 156k | 79.43 |
| 2018-12-31 | $11M | 152k | 68.93 |
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