Schwab U S Large Cap Growth ETF shares owned by Mason & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mason & Associates
from 13F filings
Historical chart of Mason & Associates 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 Mason & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 11k | 31.91 |
| 2025-06-30 | $328k | 11k | 29.21 |
| 2025-03-31 | $280k | 11k | 25.04 |
| 2024-12-31 | $313k | 11k | 27.87 |
| 2024-09-30 | $293k | 2.8k | 104.18 |
| 2024-06-30 | $292k | 2.9k | 100.83 |
| 2024-03-31 | $267k | 2.9k | 92.71 |
| 2023-12-31 | $279k | 3.4k | 82.97 |
| 2023-09-30 | $244k | 3.3k | 72.73 |
| 2023-06-30 | $265k | 3.5k | 74.95 |
| 2023-03-31 | $336k | 5.2k | 65.17 |
| 2022-12-31 | $286k | 5.2k | 55.56 |
| 2022-09-30 | $298k | 5.3k | 55.86 |
| 2022-06-30 | $309k | 5.3k | 57.94 |
| 2022-03-31 | $2.1M | 29k | 74.81 |
| 2021-12-31 | $15M | 90k | 163.75 |
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