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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Oxford Financial

Quarter filed Position value Share count Share price at filing
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

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Intuitive Surgical Com New (ISRG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Winnebago Industries (WGO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
McDonald's Corporation (MCD)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Oxford Financial

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