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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
2024-03-31 $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

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Oakmont Partners

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Jpmorgan Chase & Co
Thrive Wealth Management

View all funds holding Schwab U S Large Cap Growth ETF