Schwab U S Large Cap Growth ETF shares owned by Mokosak Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mokosak Advisory Group
from 13F filings
Historical chart of Mokosak Advisory Group investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Mokosak Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $33M | 318k | 104.19 |
2024-06-30 | $32M | 314k | 100.85 |
2024-03-31 | $29M | 318k | 92.73 |
2023-12-31 | $29M | 353k | 82.97 |
2023-09-30 | $26M | 358k | 72.73 |
2023-06-30 | $28M | 366k | 74.96 |
2023-03-31 | $24M | 373k | 65.18 |
2022-12-31 | $20M | 352k | 55.64 |
2022-09-30 | $19M | 343k | 55.85 |
2022-06-30 | $20M | 343k | 57.97 |
2022-03-31 | $42M | 557k | 74.81 |
2021-12-31 | $47M | 284k | 163.78 |
2021-09-30 | $42M | 285k | 148.10 |
2021-06-30 | $41M | 281k | 146.01 |
2021-03-31 | $36M | 280k | 129.82 |
2020-12-31 | $38M | 292k | 128.43 |
2020-09-30 | $33M | 286k | 115.20 |
2020-06-30 | $30M | 293k | 101.57 |
2020-03-31 | $24M | 296k | 79.65 |
2019-12-31 | $23M | 242k | 92.91 |
2019-09-30 | $20M | 234k | 84.01 |
2019-06-30 | $20M | 234k | 83.33 |
2019-03-31 | $19M | 235k | 79.47 |
2018-12-31 | $4.9M | 70k | 68.93 |
2018-09-30 | $1.2M | 14k | 82.01 |
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