Schwab U S Large Cap Growth ETF shares owned by Modus Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Modus Advisors
from 13F filings
Historical chart of Modus Advisors 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 Modus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 48k | 31.91 |
| 2025-06-30 | $1.4M | 50k | 29.21 |
| 2025-03-31 | $1.2M | 50k | 25.04 |
| 2024-12-31 | $1.5M | 52k | 27.87 |
| 2024-09-30 | $1.4M | 14k | 104.18 |
| 2024-06-30 | $1.5M | 15k | 100.84 |
| 2024-03-31 | $1.5M | 17k | 92.72 |
| 2023-12-31 | $1.5M | 19k | 82.96 |
| 2023-09-30 | $1.4M | 19k | 72.72 |
| 2023-06-30 | $1.4M | 19k | 74.95 |
| 2023-03-31 | $1.3M | 21k | 65.17 |
| 2022-12-31 | $1.3M | 23k | 55.56 |
| 2022-09-30 | $4.4M | 78k | 55.81 |
| 2022-06-30 | $4.2M | 73k | 57.98 |
| 2022-03-31 | $5.6M | 75k | 74.83 |
| 2021-12-31 | $8.2M | 50k | 163.75 |
| 2021-09-30 | $7.8M | 53k | 148.09 |
| 2021-06-30 | $8.1M | 55k | 145.97 |
| 2021-03-31 | $7.3M | 56k | 129.78 |
| 2020-12-31 | $7.2M | 56k | 128.41 |
| 2020-09-30 | $6.2M | 54k | 115.16 |
| 2020-06-30 | $4.2M | 41k | 101.54 |
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