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Schwab U S Large Cap Growth ETF shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 64k 104.18
2024-06-30 $6.2M 62k 100.84
2024-03-31 $5.8M 63k 92.72
2023-09-30 $3.7M 51k 72.72
2023-06-30 $3.8M 51k 74.95
2023-03-31 $3.6M 55k 65.17
2022-12-31 $3.3M 60k 55.56
2022-09-30 $3.4M 62k 55.51
2022-06-30 $3.5M 60k 58.00
2022-03-31 $4.1M 55k 74.81
2021-12-31 $5.2M 32k 163.70
2021-09-30 $4.6M 31k 148.11
2021-06-30 $4.5M 31k 146.01
2021-03-31 $4.2M 32k 129.74
2020-12-31 $4.2M 33k 128.41
2020-09-30 $2.5M 22k 115.17
2020-06-30 $2.2M 22k 101.56
2020-03-31 $2.6M 33k 79.66
2019-12-31 $3.1M 33k 92.93
2019-09-30 $2.9M 34k 84.01
2019-06-30 $2.6M 31k 83.22
2019-03-31 $2.4M 30k 79.43
2018-12-31 $556k 8.1k 69.03
2018-09-30 $650k 7.9k 82.04
2018-06-30 $589k 7.8k 75.78
2018-03-31 $514k 7.2k 71.81
2017-12-31 $506k 7.1k 70.79
2017-09-30 $472k 7.1k 66.15
2017-06-30 $368k 5.8k 63.36
2017-03-31 $321k 5.3k 60.60
2016-12-31 $293k 5.2k 55.87
2016-09-30 $325k 5.9k 55.49
2016-06-30 $336k 6.4k 52.55
2016-03-31 $324k 6.2k 52.45
2015-12-31 $300k 5.7k 52.94
2015-09-30 $252k 5.0k 50.09

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF