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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by MBE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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