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Oasis Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Oasis Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Sell
560,237
-14,583,827
-96% -$483M 12.3% 2
2026
Q1 		$20.9M Buy
15,144,064
+14,703,456
+3,337% +$457M 4.11% 5
2025
Q4 		$14.4M Buy
+440,608
New +$14.3M 7.62% 4

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oasis Advisors's SCHG Position: Q2 2026 in Review

Oasis Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 96% in Q2 2026, selling an estimated $483M and leaving 560,237 shares worth $19M. The position accounts for 12.3% of the portfolio, ranked #2.

Oasis Advisors first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9M in Q1 2026. 832 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Oasis Advisors held 560,237 shares of Schwab US Large-Cap Growth ETF worth $19M as of Q2 2026.
  • Oasis Advisors sold 14,583,827 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $483M.
  • Schwab US Large-Cap Growth ETF made up 12.3% of Oasis Advisors's portfolio in Q2 2026, its #2 holding.
  • Oasis Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Schwab US Large-Cap Growth ETF position peaked at $20.9M in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.