Schwab U S Large Cap Growth ETF shares owned by Milestone Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone 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 Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126k | 4.0k | 31.91 |
| 2025-06-30 | $138k | 4.7k | 29.21 |
| 2025-03-31 | $72k | 2.9k | 25.04 |
| 2024-12-31 | $80k | 2.9k | 27.87 |
| 2024-09-30 | $74k | 714 | 104.14 |
| 2024-06-30 | $72k | 714 | 100.91 |
| 2024-03-31 | $66k | 714 | 92.69 |
| 2023-12-31 | $59k | 714 | 82.96 |
| 2023-09-30 | $59k | 811 | 72.70 |
| 2023-06-30 | $61k | 811 | 74.93 |
| 2023-03-31 | $53k | 811 | 65.15 |
| 2022-12-31 | $45k | 811 | 55.54 |
| 2022-09-30 | $45k | 811 | 55.49 |
| 2022-06-30 | $47k | 811 | 57.95 |
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