Schwab U S Large Cap Growth ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors 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 Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 136k | 104.07 |
| 2024-06-30 | $15M | 144k | 100.84 |
| 2024-03-31 | $13M | 145k | 92.72 |
| 2023-12-31 | $13M | 157k | 82.96 |
| 2023-09-30 | $12M | 161k | 72.72 |
| 2023-06-30 | $12M | 164k | 74.95 |
| 2023-03-31 | $14M | 216k | 65.17 |
| 2022-12-31 | $11M | 199k | 55.56 |
| 2022-09-30 | $5.1M | 92k | 55.81 |
| 2022-06-30 | $3.2M | 55k | 57.99 |
| 2022-03-31 | $1.6M | 21k | 74.82 |
| 2021-12-31 | $1.3M | 7.9k | 163.75 |
| 2021-09-30 | $1.1M | 7.6k | 148.09 |
| 2021-06-30 | $1.1M | 7.4k | 145.96 |
| 2021-03-31 | $563k | 6.9k | 81.37 |
| 2020-12-31 | $543k | 6.7k | 81.37 |
| 2020-09-30 | $737k | 6.4k | 115.17 |
| 2020-06-30 | $693k | 6.8k | 101.54 |
| 2020-03-31 | $557k | 7.0k | 79.65 |
| 2019-12-31 | $467k | 5.0k | 92.91 |
| 2019-09-30 | $424k | 5.0k | 84.01 |
| 2019-06-30 | $447k | 5.4k | 83.21 |
| 2019-03-31 | $441k | 5.6k | 79.43 |
| 2018-12-31 | $375k | 5.4k | 68.93 |
Top funds holding Schwab U S Large Cap Growth ETF
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