Schwab U S Large Cap Growth ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $29M | 351k | 82.98 |
| 2023-09-30 | $3.5M | 48k | 72.72 |
| 2023-06-30 | $19M | 259k | 74.95 |
| 2023-03-31 | $15M | 229k | 65.17 |
| 2022-12-31 | $1.7M | 30k | 55.56 |
| 2022-09-30 | $13M | 227k | 55.81 |
| 2022-06-30 | $15M | 227k | 66.77 |
| 2022-03-31 | $1.6M | 21k | 74.81 |
| 2021-12-31 | $1.6M | 11k | 147.94 |
| 2021-09-30 | $15M | 101k | 148.09 |
| 2021-06-30 | $14M | 96k | 145.96 |
| 2021-03-31 | $19M | 147k | 131.61 |
| 2020-12-31 | $1.4M | 11k | 136.67 |
| 2020-09-30 | $11M | 97k | 115.17 |
| 2020-06-30 | $11M | 98k | 112.31 |
| 2020-03-31 | $7.6M | 96k | 79.65 |
| 2019-12-31 | $9.2M | 99k | 92.91 |
| 2019-09-30 | $1.2M | 14k | 84.04 |
| 2019-06-30 | $10M | 124k | 83.44 |
| 2019-03-31 | $9.2M | 115k | 79.43 |
| 2018-12-31 | $8.6M | 112k | 76.57 |
More positions owned by Pensionmark Financial Group
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