Schwab U S Large Cap Growth ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $127M | 4.9M | 26.05 |
| 2024-06-30 | $120M | 1.2M | 100.84 |
| 2024-03-31 | $110M | 1.2M | 92.72 |
| 2023-12-31 | $74M | 896k | 82.96 |
| 2023-09-30 | $62M | 854k | 72.72 |
| 2023-06-30 | $64M | 850k | 74.95 |
| 2023-03-31 | $52M | 795k | 65.17 |
| 2022-12-31 | $39M | 636k | 61.05 |
| 2022-09-30 | $32M | 570k | 55.81 |
| 2022-06-30 | $34M | 584k | 57.99 |
| 2022-03-31 | $25M | 338k | 74.82 |
| 2021-12-31 | $23M | 141k | 163.75 |
| 2021-09-30 | $20M | 136k | 148.09 |
| 2021-06-30 | $17M | 119k | 145.96 |
| 2021-03-31 | $14M | 108k | 129.78 |
| 2020-12-31 | $13M | 103k | 128.41 |
| 2020-09-30 | $12M | 104k | 115.17 |
| 2020-06-30 | $9.7M | 95k | 101.54 |
| 2020-03-31 | $7.6M | 96k | 79.65 |
| 2019-12-31 | $5.6M | 60k | 92.91 |
| 2019-09-30 | $4.5M | 54k | 84.01 |
| 2019-06-30 | $3.9M | 47k | 83.21 |
| 2019-03-31 | $2.0M | 26k | 79.43 |
| 2018-12-31 | $1.7M | 25k | 68.93 |
| 2018-09-30 | $1.4M | 17k | 82.02 |
| 2018-06-30 | $1.6M | 21k | 78.85 |
| 2018-03-31 | $181k | 2.5k | 71.83 |
| 2017-12-31 | $122k | 1.7k | 70.64 |
More positions owned by Moneta Group Investment Advisors
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Top funds holding Schwab U S Large Cap Growth ETF
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