Schwab U S Large Cap Growth ETF shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Beacon Bridge Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.7M | 55k | 104.18 |
2024-06-30 | $6.4M | 63k | 100.84 |
2024-03-31 | $5.0M | 54k | 92.72 |
2023-12-31 | $3.7M | 45k | 82.96 |
2023-09-30 | $666k | 9.2k | 72.72 |
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