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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Oppenheimer Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q1 2026, selling an estimated $14.4K and leaving 13,472 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Oppenheimer Asset Management first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. The position peaked at $377K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Oppenheimer Asset Management held 13,472 shares of Schwab US Large- Cap ETF worth $345K as of Q1 2026.
Oppenheimer Asset Management sold 536 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $14.4K.
Schwab US Large- Cap ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #956 holding.
Oppenheimer Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
Oppenheimer Asset Management's Schwab US Large- Cap ETF position peaked at $377K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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