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Schwab U S Large Cap Growth ETF shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $47M 502k 92.72
2023-12-31 $41M 494k 82.96
2023-09-30 $36M 501k 72.72
2023-06-30 $4.5M 60k 74.95
2023-03-31 $4.1M 63k 65.17
2022-12-31 $3.5M 63k 55.56
2022-09-30 $3.9M 70k 55.81
2022-06-30 $4.3M 75k 57.99
2022-03-31 $5.7M 76k 74.82
2021-12-31 $6.4M 39k 163.75
2021-09-30 $6.1M 41k 148.09
2021-06-30 $6.5M 45k 145.95
2021-03-31 $815k 6.3k 129.82
2020-12-31 $685k 5.3k 128.47