OAM
SCHG icon

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

Oppenheimer 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 		$1.98M Buy
68,102
+45,490
+201% +$1.41M 0.02% 553
2025
Q4 		$738K Sell
22,612
-186
-0.8% -$6.05K 0.01% 745
2025
Q3 		$727K Buy
22,798
+454
+2% +$13.8K 0.01% 829
2025
Q2 		$653K Sell
22,344
-292
-1% -$7.72K 0.01% 832
2025
Q1 		$567K Sell
22,636
-1,795
-7% -$49.2K 0.01% 825
2024
Q4 		$681K Buy
24,431
+1,507
+7% +$41.2K 0.01% 806
2024
Q3 		$597K Sell
22,924
-144
-0.6% -$3.62K 0.01% 839
2024
Q2 		$582K Buy
23,068
+11,780
+104% +$278K 0.01% 827
2024
Q1 		$262K Sell
11,288
-7,644
-40% -$169K ﹤0.01% 989
2023
Q4 		$393K Sell
18,932
-128
-0.7% -$2.48K 0.01% 919
2023
Q3 		$347K Buy
19,060
+7,284
+62% +$137K 0.01% 936
2023
Q2 		$221K Buy
+11,776
New +$202K ﹤0.01% 1039
2022
Q2 		– Sell
-14,440
Closed -$270K – 1209
2022
Q1 		$270K Sell
14,440
-368
-2% -$6.71K ﹤0.01% 1048
2021
Q4 		$303K Buy
14,808
+2,336
+19% +$46.7K ﹤0.01% 1073
2021
Q3 		$231K Hold
12,472
– – ﹤0.01% 1110
2021
Q2 		$228K Sell
12,472
-232
-2% -$4.01K ﹤0.01% 1122
2021
Q1 		$206K Sell
12,704
-96
-0.8% -$1.56K ﹤0.01% 1108
2020
Q4 		$205K Buy
+12,800
New +$194K ﹤0.01% 1074

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Oppenheimer Asset Management's SCHG Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 201% in Q1 2026, buying an estimated $1.41M and bringing the position to 68,102 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #553.

Oppenheimer Asset Management first reported a position in SCHG in Q4 2020 and has held it in 18 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Oppenheimer Asset Management held 68,102 shares of Schwab US Large-Cap Growth ETF worth $1.98M as of Q1 2026.
  • Oppenheimer Asset Management bought 45,490 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.41M.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Oppenheimer Asset Management's portfolio in Q1 2026, its #553 holding.
  • Oppenheimer Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.