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Schwab U S Large Cap Growth ETF shares owned by Ohe Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe 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 Ohe 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 63k 92.72
2023-09-30 $3.7M 51k 72.72
2023-06-30 $3.8M 51k 74.95
2023-03-31 $3.6M 55k 65.17
2022-12-31 $3.3M 60k 55.56
2022-09-30 $3.4M 62k 55.51
2022-06-30 $3.5M 60k 58.00
2022-03-31 $4.1M 55k 74.81
2021-12-31 $5.2M 32k 163.70
2021-09-30 $4.6M 31k 148.11
2021-06-30 $4.5M 31k 146.01
2021-03-31 $4.2M 32k 129.74
2020-12-31 $4.2M 33k 128.41
2020-09-30 $2.5M 22k 115.17
2020-06-30 $2.2M 22k 101.56
2020-03-31 $2.9M 20k 143.89
2019-12-31 $3.1M 33k 92.93
2019-09-30 $2.9M 34k 84.01
2019-06-30 $2.6M 31k 83.22
2019-03-31 $2.4M 30k 79.43
2018-12-31 $556k 8.1k 69.03
2018-09-30 $650k 7.9k 82.04
2018-06-30 $589k 7.8k 75.78
2018-03-31 $514k 7.2k 71.81
2017-12-31 $506k 7.1k 70.79
2017-09-30 $472k 7.1k 66.15
2017-06-30 $368k 5.8k 63.36
2017-03-31 $321k 5.3k 60.60
2016-12-31 $293k 5.2k 55.87
2016-09-30 $325k 5.9k 55.49
2016-06-30 $336k 6.4k 52.55
2016-03-31 $324k 6.2k 52.45
2015-12-31 $300k 5.7k 52.94
2015-09-30 $252k 5.0k 50.09

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF