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

Ocean Park Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.28M Sell
111,581
-105,368
-49% -$3.01M 0.16% 56
2026
Q1 		$5.56M Buy
216,949
+89,327
+70% +$2.4M 0.32% 34
2025
Q4 		$3.43M Buy
+127,622
New +$3.41M 0.16% 53

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ocean Park Asset Management's SCHX Position: Q2 2026 in Review

Ocean Park Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 49% in Q2 2026, selling an estimated $3.01M and leaving 111,581 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #56.

Ocean Park Asset Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.56M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ocean Park Asset Management held 111,581 shares of Schwab US Large- Cap ETF worth $3.28M as of Q2 2026.
  • Ocean Park Asset Management sold 105,368 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.01M.
  • Schwab US Large- Cap ETF made up 0.16% of Ocean Park Asset Management's portfolio in Q2 2026, its #56 holding.
  • Ocean Park Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Ocean Park Asset Management's Schwab US Large- Cap ETF position peaked at $5.56M in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.