Schwab U S Large Cap Growth ETF shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell 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 Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 20k | 104.18 |
| 2024-06-30 | $2.3M | 23k | 100.84 |
| 2024-03-31 | $1.9M | 21k | 92.72 |
| 2023-12-31 | $1.4M | 17k | 82.96 |
| 2023-09-30 | $1.2M | 17k | 72.72 |
| 2023-06-30 | $1.2M | 16k | 74.95 |
| 2023-03-31 | $258k | 4.0k | 65.17 |
| 2022-12-31 | $220k | 4.0k | 55.56 |
| 2022-09-30 | $435k | 7.8k | 55.79 |
| 2022-06-30 | $446k | 7.7k | 58.04 |
| 2022-03-31 | $269k | 1.6k | 163.72 |
| 2021-12-31 | $269k | 1.6k | 163.72 |
| 2021-09-30 | $208k | 1.4k | 147.94 |
| 2021-06-30 | $205k | 1.4k | 145.80 |
| 2021-03-31 | $265k | 2.0k | 129.65 |
| 2020-12-31 | $462k | 3.6k | 128.44 |
| 2020-09-30 | $570k | 5.0k | 115.11 |
| 2020-06-30 | $556k | 5.5k | 101.53 |
| 2020-03-31 | $587k | 7.4k | 79.67 |
| 2019-12-31 | $445k | 4.8k | 92.90 |
| 2019-09-30 | $369k | 4.4k | 84.07 |
| 2019-06-30 | $276k | 3.3k | 83.36 |
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