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Schwab U S Large Cap Growth ETF shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $261k 9.4k 27.87
2024-09-30 $244k 2.3k 104.18
2024-06-30 $237k 2.3k 101.06
2024-03-31 $198k 2.1k 92.72
2023-12-31 $177k 2.1k 82.96
2023-09-30 $16k 218 72.72
2023-06-30 $16k 218 74.95
2023-03-31 $14k 218 65.17
2022-12-31 $12k 218 55.56
2022-09-30 $12k 218 55.05
2022-06-30 $13k 218 59.63

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF