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Schwab U S Large Cap Growth ETF shares owned by OFS Enterprise

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

Historical chart of OFS Enterprise 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 OFS Enterprise 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 OFS Enterprise

Quarter filed Position value Share count Share price at filing
2026-03-31 $360k 12k 29.13

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Rus 2000 Grw Etf (IWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
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Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Val Etf (IWN)
PNC Financial Services (PNC)

View all positions for OFS Enterprise

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Raymond James Financial
Honkamp Krueger Financial Services
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF