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

Oppenheimer 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 		$396K Sell
13,465
-7
-0.1% -$200 ﹤0.01% 933
2026
Q1 		$345K Sell
13,472
-536
-4% -$14.4K ﹤0.01% 956
2025
Q4 		$377K Buy
14,008
+1,247
+10% +$33.3K ﹤0.01% 870
2025
Q3 		$336K Sell
12,761
-25
-0.2% -$635 ﹤0.01% 989
2025
Q2 		$312K Buy
12,786
+30
+0.2% +$678 ﹤0.01% 976
2025
Q1 		$282K Hold
12,756
– – ﹤0.01% 979
2024
Q4 		$296K Buy
12,756
+12
+0.1% +$280 ﹤0.01% 985
2024
Q3 		$288K Hold
12,744
– – ﹤0.01% 1017
2024
Q2 		$273K Hold
12,744
– – ﹤0.01% 1000
2024
Q1 		$264K Buy
12,744
+27
+0.2% +$532 ﹤0.01% 986
2023
Q4 		$239K Buy
12,717
+30
+0.2% +$527 ﹤0.01% 1048
2023
Q3 		$214K Sell
12,687
-3,522
-22% -$61.8K ﹤0.01% 1039
2023
Q2 		$283K Buy
16,209
+33
+0.2% +$545 ﹤0.01% 983
2023
Q1 		$261K Buy
16,176
+81
+0.5% +$1.27K ﹤0.01% 993
2022
Q4 		$242K Buy
16,095
+45
+0.3% +$681 ﹤0.01% 1022
2022
Q3 		$227K Buy
+16,050
New +$252K ﹤0.01% 1021

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Oppenheimer Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q2 2026, selling an estimated $200 and leaving 13,465 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Oppenheimer Asset Management first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Oppenheimer Asset Management held 13,465 shares of Schwab US Large- Cap ETF worth $396K as of Q2 2026.
  • Oppenheimer Asset Management sold 7 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $200.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #933 holding.
  • Oppenheimer Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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