OAM
SCHV

Oppenheimer Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Oppenheimer Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Sell
7,825
-660
-8% -$21.7K ﹤0.01% 1021
2026
Q1 		$259K Hold
8,485
– – ﹤0.01% 1000
2025
Q4 		$251K Buy
8,485
+99
+1% +$2.89K ﹤0.01% 952
2025
Q3 		$244K Hold
8,386
– – ﹤0.01% 1048
2025
Q2 		$232K Hold
8,386
– – ﹤0.01% 1049
2025
Q1 		$223K Hold
8,386
– – ﹤0.01% 1030
2024
Q4 		$219K Buy
8,386
+58
+0.7% +$1.57K ﹤0.01% 1061
2024
Q3 		$223K Hold
8,328
– – ﹤0.01% 1074
2024
Q2 		$206K Buy
+8,328
New +$206K ﹤0.01% 1074

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Oppenheimer Asset Management's SCHV Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.8% in Q2 2026, selling an estimated $21.7K and leaving 7,825 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Oppenheimer Asset Management first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Oppenheimer Asset Management held 7,825 shares of Schwab US Large-Cap Value ETF worth $272K as of Q2 2026.
  • Oppenheimer Asset Management sold 660 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $21.7K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1021 holding.
  • Oppenheimer Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.