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Schwab U S Large Cap Growth ETF shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $71k 684 103.80
2024-06-30 $68k 684 99.42
2024-03-31 $64k 684 93.57
2023-09-30 $49k 684 71.64

More positions owned by Briaud Financial Planning

Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Air Products & Chemicals (APD)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Walt Disney Company (DIS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF