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
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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 |
|---|---|---|---|
| 2025-09-30 | $293k | 9.2k | 31.91 |
| 2025-06-30 | $274k | 9.4k | 29.21 |
| 2025-03-31 | $235k | 9.4k | 25.04 |
| 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 |
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