Schwab U S Large Cap Growth ETF shares owned by MBE Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by MBE Wealth Management
from 13F filings
Historical chart of MBE Wealth Management 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 MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 22k | 31.91 |
| 2025-06-30 | $641k | 22k | 29.21 |
| 2025-03-31 | $518k | 21k | 25.04 |
| 2024-12-31 | $577k | 21k | 27.87 |
| 2024-09-30 | $539k | 5.2k | 104.19 |
| 2024-06-30 | $521k | 5.2k | 100.84 |
| 2024-03-31 | $524k | 5.6k | 92.72 |
| 2023-12-31 | $487k | 5.9k | 82.95 |
| 2023-09-30 | $433k | 6.0k | 72.72 |
| 2023-06-30 | $459k | 6.1k | 74.95 |
| 2023-03-31 | $400k | 6.1k | 65.17 |
| 2022-12-31 | $345k | 6.2k | 55.56 |
| 2022-09-30 | $342k | 6.1k | 55.75 |
| 2022-06-30 | $356k | 6.1k | 58.04 |
| 2022-03-31 | $459k | 6.1k | 74.84 |
| 2021-12-31 | $502k | 3.1k | 163.68 |
| 2021-09-30 | $508k | 3.4k | 148.02 |
| 2021-06-30 | $501k | 3.4k | 145.98 |
| 2021-03-31 | $445k | 3.4k | 129.66 |
| 2020-12-31 | $430k | 3.4k | 128.13 |
| 2020-09-30 | $401k | 4.0k | 101.52 |
| 2020-06-30 | $401k | 4.0k | 101.52 |
| 2020-03-31 | $330k | 4.2k | 79.52 |
| 2019-12-31 | $390k | 4.2k | 92.79 |
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