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Ocean Park Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ocean Park Asset Management’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
Q1 		– Sell
-84,396
Closed -$2.75M – 90
2025
Q4 		$2.75M Buy
+84,396
New +$2.74M 0.13% 56
2025
Q1 		– Sell
-68,883
Closed -$1.92M – 95
2024
Q4 		$1.92M Buy
+68,883
New +$1.88M 0.07% 56

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LPL Financial
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ocean Park Asset Management's SCHG Position: Q1 2026 in Review

Ocean Park Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 84,396 shares — an estimated $2.75M sold.

Ocean Park Asset Management first reported a position in SCHG in Q4 2024 and held it in 2 quarters. The position peaked at $2.75M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ocean Park Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Ocean Park Asset Management sold 84,396 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.75M.
  • Ocean Park Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Ocean Park Asset Management's Schwab US Large-Cap Growth ETF position peaked at $2.75M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.