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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Oldfather Financial Services 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 Oldfather Financial Services

Quarter filed Position value Share count Share price at filing
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

More positions owned by Oldfather Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 2000 Val Etf (IWN)
Wells Fargo & Company (WFC)

View all positions for Oldfather Financial Services

Top funds holding Schwab U S Large Cap Growth ETF

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

View all funds holding Schwab U S Large Cap Growth ETF