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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
2024-06-30 $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 Value Etf Value Etf (VTV)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
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)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional Global Real Estate Etf Global Real Est (DFGR)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Mather Group
Honkamp Krueger Financial Services
Mariner Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
McAdam
Cetera Investment Advisers
CWM
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Fort Pitt Capital

View all funds holding Schwab U S Large Cap Growth ETF