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Schwab U S Large Cap Growth ETF shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 152k 31.91
2025-06-30 $4.5M 154k 29.21
2025-03-31 $2.7M 108k 25.04
2024-12-31 $2.9M 106k 27.87
2024-09-30 $2.8M 27k 104.18
2024-06-30 $2.8M 28k 100.84
2024-03-31 $2.6M 28k 92.72
2023-12-31 $2.4M 29k 82.96
2023-09-30 $2.1M 29k 72.72
2023-06-30 $2.6M 35k 74.95