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
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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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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 |
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