Schwab U S Large Cap Growth ETF shares owned by Oldfather Financial Services
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Oldfather Financial Services
from 13F filings
Historical chart of Oldfather Financial Services 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 Oldfather Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 13k | 31.91 |
| 2025-06-30 | $328k | 11k | 29.21 |
| 2025-03-31 | $280k | 11k | 25.04 |
| 2024-12-31 | $322k | 12k | 27.87 |
| 2024-09-30 | $301k | 2.9k | 104.18 |
| 2024-06-30 | $291k | 2.9k | 100.83 |
| 2024-03-31 | $286k | 3.1k | 92.71 |
| 2023-12-31 | $256k | 3.1k | 82.95 |
| 2023-09-30 | $224k | 3.1k | 72.73 |
| 2023-06-30 | $231k | 3.1k | 74.95 |
| 2023-03-31 | $201k | 3.1k | 65.17 |
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