Schwab U S Large Cap Growth ETF shares owned by Mb, Levis & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mb, Levis & Associates
from 13F filings
Historical chart of Mb, Levis & 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 Mb, Levis & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 4.0k | 31.91 |
| 2025-06-30 | $117k | 4.0k | 29.21 |
| 2025-03-31 | $101k | 4.0k | 25.04 |
| 2024-12-31 | $112k | 4.0k | 27.87 |
| 2024-09-30 | $104k | 1.0k | 104.17 |
| 2024-06-30 | $101k | 1.0k | 100.82 |
| 2024-03-31 | $93k | 1.0k | 92.70 |
| 2023-12-31 | $83k | 998 | 83.00 |
| 2023-09-30 | $73k | 997 | 72.73 |
| 2023-06-30 | $75k | 996 | 74.95 |
| 2023-03-31 | $65k | 995 | 65.15 |
| 2022-12-31 | $55k | 993 | 55.58 |
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