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
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $79k | 2.7k | 28.87 |
| 2025-03-31 | $68k | 2.7k | 24.85 |
| 2024-12-31 | $76k | 2.7k | 27.78 |
| 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 |
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