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Schwab U S Large Cap Growth ETF shares owned by Briggs Advisory Group

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

Historical chart of Briggs Advisory Group 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 Briggs Advisory Group 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 Briggs Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $794k 11k 72.72
2023-06-30 $819k 11k 74.95
2023-03-31 $712k 11k 65.17
2022-12-31 $607k 11k 55.56
2022-09-30 $610k 11k 55.84
2022-06-30 $633k 11k 57.95
2022-03-31 $687k 9.2k 74.85
2021-12-31 $751k 4.6k 163.65

More positions owned by Briggs Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Ameriprise Financial (AMP)
American Express Company (AXP)

View all positions for Briggs Advisory Group

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF