Schwab U S Large Cap Growth ETF shares owned by Brass Tax Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Brass Tax Wealth Management
from 13F filings
Historical chart of Brass Tax 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 Brass Tax Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 1.1M | 31.91 |
| 2025-06-30 | $23M | 794k | 29.21 |
| 2025-03-31 | $19M | 759k | 25.04 |
| 2024-12-31 | $20M | 725k | 27.87 |
| 2024-09-30 | $19M | 179k | 104.18 |
| 2024-06-30 | $3.8M | 37k | 100.84 |
| 2024-03-31 | $1.8M | 19k | 92.72 |
More positions owned by Brass Tax Wealth Management
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