Oasis Advisors
SCHG icon

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
Q3 		$23.2M Buy
645,730
+85,493
+15% +$3M 9.73% 2
2026
Q2 		$19M Sell
560,237
-157,084
-22% -$5.21M 12.3% 2
2026
Q1 		$20.9M Buy
717,321
+276,713
+63% +$8.6M 4.11% 5
2025
Q4 		$14.4M Buy
+440,608
New +$14.3M 7.62% 4

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oasis Advisors's SCHG Position: Q3 2026 in Review

Oasis Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q3 2026, buying an estimated $3M and bringing the position to 645,730 shares worth $23.2M. The position accounts for 9.73% of the portfolio, ranked #2.

Oasis Advisors first reported a position in SCHG in Q4 2025 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Oasis Advisors held 645,730 shares of Schwab US Large-Cap Growth ETF worth $23.2M as of Q3 2026.
  • Oasis Advisors bought 85,493 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3M.
  • Schwab US Large-Cap Growth ETF made up 9.73% of Oasis Advisors's portfolio in Q3 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 4 quarters since.
  • 853 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.