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Schwab U S Large Cap Growth ETF shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group 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 Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 156k 31.91
2025-06-30 $4.5M 156k 29.21
2025-03-31 $3.7M 148k 25.04
2024-12-31 $4.2M 151k 27.87