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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 2.2k 104.18
2024-06-30 $223k 2.2k 100.84
2024-03-31 $205k 2.2k 92.72

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Value Etf Value Etf (VTV)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)

View all positions for Mosaic Family Wealth Partners

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