Schwab U S Large Cap Growth ETF shares owned by Brightwater Advisory
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Brightwater Advisory
from 13F filings
Historical chart of Brightwater Advisory 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 Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 9.3k | 31.91 |
| 2025-06-30 | $266k | 9.1k | 29.21 |
| 2025-03-31 | $228k | 9.1k | 25.04 |
| 2024-12-31 | $243k | 8.7k | 27.87 |
| 2024-09-30 | $237k | 2.3k | 104.18 |
| 2024-06-30 | $257k | 2.5k | 100.84 |
| 2024-03-31 | $238k | 2.6k | 92.72 |
| 2023-12-31 | $206k | 2.5k | 82.96 |
Top funds holding Schwab U S Large Cap Growth ETF
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