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Schwab U S Large Cap Growth ETF shares owned by MinichMacGregor Wealth Management

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

Historical chart of MinichMacGregor 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 MinichMacGregor 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 MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 241k 92.80
2023-12-31 $35M 418k 82.96
2023-09-30 $19M 254k 72.72
2023-06-30 $19M 251k 74.95
2023-03-31 $2.5M 38k 65.17
2022-12-31 $2.0M 36k 55.56
2022-09-30 $7.7M 139k 55.81
2022-06-30 $12M 198k 57.99
2022-03-31 $9.0M 120k 74.81
2021-12-31 $9.7M 59k 163.74
2021-09-30 $8.7M 58k 148.08
2021-06-30 $8.7M 60k 145.96
2021-03-31 $7.7M 59k 129.77
2020-12-31 $6.8M 53k 128.41
2020-09-30 $5.9M 51k 115.17
2020-06-30 $3.7M 36k 101.54
2019-12-31 $9.9M 106k 92.91
2019-09-30 $8.5M 101k 84.01
2019-06-30 $11M 134k 83.95
2019-03-31 $10M 130k 80.36
2018-09-30 $11M 133k 82.25
2018-06-30 $10M 136k 76.13
2018-03-31 $9.6M 134k 71.70
2017-12-31 $11M 154k 70.71
2017-09-30 $10M 153k 66.07
2017-06-30 $9.5M 150k 63.20
2017-03-31 $8.9M 147k 60.48
2016-12-31 $8.2M 147k 55.83
2016-09-30 $8.1M 145k 55.48
2016-06-30 $7.6M 146k 52.47
2016-03-31 $7.7M 146k 52.42
2015-12-31 $8.4M 153k 54.67

More positions owned by MinichMacGregor Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF