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Schwab U S Large Cap Growth ETF shares owned by Brown Financial Advisory

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

Historical chart of Brown Financial Advisory 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 Brown Financial Advisory 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 Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 8.2k 31.91
2025-06-30 $241k 8.2k 29.21

More positions owned by Brown Financial Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Brown Financial Advisory

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF