Schwab U S Large Cap Growth ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 68k | 92.72 |
| 2023-12-31 | $560k | 6.8k | 82.96 |
| 2023-09-30 | $488k | 6.7k | 72.72 |
| 2023-06-30 | $910k | 12k | 74.95 |
| 2023-03-31 | $436k | 6.7k | 65.17 |
| 2022-12-31 | $371k | 6.7k | 55.56 |
| 2022-09-30 | $346k | 6.2k | 55.81 |
| 2022-06-30 | $288k | 5.0k | 58.06 |
| 2022-03-31 | $371k | 5.0k | 74.80 |
| 2021-12-31 | $406k | 2.5k | 163.71 |
| 2021-09-30 | $367k | 2.5k | 147.98 |
| 2021-06-30 | $362k | 2.5k | 145.97 |
| 2021-03-31 | $322k | 2.5k | 129.84 |
| 2020-12-31 | $318k | 2.5k | 128.23 |
| 2020-09-30 | $309k | 2.7k | 115.30 |
| 2020-06-30 | $255k | 2.5k | 101.39 |
| 2020-03-31 | $200k | 2.5k | 79.52 |
| 2019-12-31 | $234k | 2.5k | 93.04 |
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