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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

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Quarterly 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