Schwab U S Large Cap Growth ETF shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 18k | 31.78 |
| 2025-06-30 | $520k | 18k | 29.21 |
| 2025-03-31 | $445k | 18k | 25.04 |
| 2024-12-31 | $495k | 18k | 27.87 |
| 2024-09-30 | $230k | 2.2k | 104.18 |
| 2024-06-30 | $223k | 2.2k | 100.84 |
| 2024-03-31 | $205k | 2.2k | 92.72 |
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