Schwab U S Large Cap Growth ETF shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $48k | 1.7k | 29.13 |
| 2023-03-31 | $33k | 508 | 64.96 |
| 2022-12-31 | $28k | 508 | 55.12 |
| 2022-09-30 | $29k | 508 | 57.09 |
| 2022-06-30 | $29k | 508 | 57.09 |
| 2022-03-31 | $48k | 642 | 74.77 |
| 2021-12-31 | $53k | 321 | 165.11 |
| 2021-09-30 | $52k | 351 | 148.15 |
| 2021-06-30 | $54k | 371 | 145.55 |
| 2021-03-31 | $47k | 361 | 130.19 |
| 2020-12-31 | $46k | 361 | 127.42 |
| 2020-09-30 | $44k | 381 | 115.49 |
| 2020-06-30 | $39k | 381 | 102.36 |
| 2020-03-31 | $35k | 441 | 79.37 |
| 2019-12-31 | $41k | 441 | 92.97 |
| 2019-09-30 | $39k | 465 | 83.87 |
| 2019-06-30 | $39k | 465 | 83.87 |
| 2019-03-31 | $37k | 465 | 79.57 |
| 2018-12-31 | $32k | 465 | 68.82 |
Top funds holding Schwab U S Large Cap Growth ETF
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