Omega Financial Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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