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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.5M | 173k | 31.91 |
| 2025-06-30 | $5.5M | 187k | 29.21 |
| 2025-03-31 | $5.2M | 206k | 25.04 |
| 2024-12-31 | $5.8M | 209k | 27.87 |
| 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 |
Top funds holding Schwab U S Large Cap Growth ETF
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