Brown Wealth Management »

Schwab U S Large Cap Growth ETF shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management 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 Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 28k 92.72
2023-12-31 $2.4M 29k 82.96
2023-09-30 $2.1M 29k 72.72
2023-06-30 $2.6M 35k 74.95

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF