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Schwab U S Large Cap Growth ETF shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 53k 104.18
2024-06-30 $5.6M 55k 100.89
2024-03-31 $4.0M 43k 92.72
2023-12-31 $3.4M 41k 82.97
2023-09-30 $2.8M 38k 72.72
2023-06-30 $2.8M 37k 74.95
2023-03-31 $579k 8.9k 65.17
2022-12-31 $443k 8.0k 55.56
2022-09-30 $434k 7.8k 55.76
2022-03-31 $215k 2.9k 74.68