Briggs Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Briggs Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$794K	Hold	43,696	–	–	0.45%	31
2023 Q2	$819K	Hold	43,696	–	–	0.46%	31
2023 Q1	$712K	Hold	43,696	–	–	0.42%	34
2022 Q4	$607K	Hold	43,696	–	–	0.39%	36
2022 Q3	$610K	Hold	43,696	–	–	0.46%	32
2022 Q2	$633K	Buy	43,696 +6,984	+19%	+$112K	0.46%	32
2022 Q1	$687K	Hold	36,712	–	–	0.46%	30
2021 Q4	$751K	Buy	+36,712	New	+$734K	0.51%	26

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Briggs Advisory Group's SCHG Position: Q3 2023 in Review

Briggs Advisory Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2023 at 43,696 shares worth $794K. The position accounts for 0.45% of the portfolio, ranked #31.

Briggs Advisory Group first reported a position in SCHG in Q4 2021 and has held it in 8 quarters since. The position peaked at $819K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

Briggs Advisory Group held 43,696 shares of Schwab US Large-Cap Growth ETF worth $794K as of Q3 2023.
Briggs Advisory Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2023.
Schwab US Large-Cap Growth ETF made up 0.45% of Briggs Advisory Group's portfolio in Q3 2023, its #31 holding.
Briggs Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $819K in Q2 2023.
971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.