Schwab U S Large Cap Growth ETF shares owned by Oxford Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 13k | 104.18 |
2024-03-31 | $1.2M | 13k | 92.72 |
2023-12-31 | $1.0M | 13k | 82.96 |
2023-09-30 | $916k | 13k | 72.72 |
2023-06-30 | $980k | 13k | 74.95 |
2023-03-31 | $852k | 13k | 65.17 |
2022-12-31 | $732k | 13k | 55.56 |
2022-09-30 | $1.3M | 24k | 55.79 |
2022-06-30 | $1.3M | 22k | 58.00 |
2022-03-31 | $1.6M | 22k | 74.82 |
2021-12-31 | $1.8M | 11k | 163.79 |
2021-09-30 | $1.6M | 11k | 148.07 |
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