Schwab U S Large Cap Growth ETF shares owned by Omega Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group 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 Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 12k | 31.91 |
| 2025-06-30 | $366k | 13k | 29.21 |
| 2025-03-31 | $320k | 13k | 25.04 |
| 2024-12-31 | $389k | 14k | 27.87 |
| 2024-09-30 | $369k | 3.5k | 104.17 |
| 2024-06-30 | $375k | 3.7k | 100.83 |
| 2024-03-31 | $350k | 3.8k | 92.71 |
| 2023-12-31 | $317k | 3.8k | 82.95 |
| 2023-09-30 | $335k | 4.6k | 72.72 |
| 2023-06-30 | $360k | 4.8k | 74.95 |
| 2023-03-31 | $307k | 4.7k | 65.17 |
| 2022-12-31 | $260k | 4.7k | 55.55 |
| 2022-09-30 | $219k | 3.9k | 55.73 |
| 2022-06-30 | $255k | 4.4k | 58.10 |
| 2022-03-31 | $381k | 5.1k | 74.85 |
| 2021-12-31 | $472k | 2.9k | 163.83 |
| 2021-09-30 | $550k | 3.7k | 148.01 |
| 2021-06-30 | $791k | 5.4k | 145.99 |
| 2021-03-31 | $962k | 7.4k | 129.81 |
| 2020-12-31 | $918k | 7.2k | 128.36 |
| 2020-09-30 | $846k | 7.3k | 115.15 |
| 2020-06-30 | $848k | 8.3k | 101.58 |
| 2020-03-31 | $692k | 8.7k | 79.69 |
| 2019-12-31 | $932k | 10k | 92.91 |
| 2019-09-30 | $803k | 9.6k | 83.96 |
| 2019-06-30 | $775k | 9.3k | 83.15 |
| 2019-03-31 | $548k | 6.9k | 79.40 |
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