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Schwab U S Large Cap Growth ETF shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $60M 723k 82.96
2023-09-30 $53M 726k 72.72
2023-06-30 $54M 719k 74.95
2023-03-31 $39M 596k 65.17
2022-12-31 $32M 570k 55.56
2022-09-30 $30M 522k 58.21
2022-06-30 $33M 555k 58.93
2022-03-31 $392k 5.2k 74.91
2021-12-31 $288k 1.8k 163.82
2021-09-30 $260k 1.8k 147.98
2021-06-30 $256k 1.8k 145.70
2021-03-31 $228k 1.8k 129.77
2020-12-31 $226k 1.8k 128.63
2020-09-30 $214k 1.9k 114.99
2019-12-31 $224k 2.4k 93.10