Oppenheimer & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Oppenheimer & Co’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 Q2	$21.8M	Buy	643,381 +53,134	+9%	+$1.76M	0.23%	79
2026 Q1	$17.2M	Buy	590,247 +91,285	+18%	+$2.84M	0.21%	93
2025 Q4	$16.3M	Buy	498,962 +7,401	+2%	+$241K	0.23%	91
2025 Q3	$15.7M	Buy	491,561 +33,945	+7%	+$1.03M	0.19%	106
2025 Q2	$13.4M	Buy	457,616 +69,916	+18%	+$1.85M	0.18%	119
2025 Q1	$9.71M	Buy	387,700 +62,577	+19%	+$1.71M	0.15%	154
2024 Q4	$9.06M	Buy	325,123 +51,491	+19%	+$1.41M	0.14%	156
2024 Q3	$7.13M	Buy	273,632 +67,248	+33%	+$1.69M	0.11%	202
2024 Q2	$5.2M	Buy	206,384 +33,204	+19%	+$783K	0.08%	267
2024 Q1	$4.01M	Buy	173,180 +25,640	+17%	+$567K	0.07%	321
2023 Q4	$3.06M	Buy	147,540 +50,904	+53%	+$985K	0.06%	383
2023 Q3	$1.76M	Buy	96,636 +30,716	+47%	+$578K	0.04%	500
2023 Q2	$1.24M	Buy	65,920 +27,096	+70%	+$465K	0.02%	630
2023 Q1	$633K	Buy	38,824 +1,832	+5%	+$27.8K	0.01%	855
2022 Q4	$514K	Buy	36,992 +14,264	+63%	+$205K	0.01%	898
2022 Q3	$317K	Buy	22,728 +320	+1%	+$5.01K	0.01%	1043
2022 Q2	$325K	Hold	22,408	–	–	0.01%	1076
2022 Q1	$419K	Sell	22,408 -34,856	-61%	-$636K	0.01%	1071
2021 Q4	$1.17M	Buy	+57,264	New	+$1.14M	0.02%	721

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oppenheimer & Co's SCHG Position: Q2 2026 in Review

Oppenheimer & Co increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9% in Q2 2026, buying an estimated $1.76M and bringing the position to 643,381 shares worth $21.8M. The position accounts for 0.23% of the portfolio, ranked #79.

Oppenheimer & Co first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Oppenheimer & Co held 643,381 shares of Schwab US Large-Cap Growth ETF worth $21.8M as of Q2 2026.
Oppenheimer & Co bought 53,134 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.76M.
Schwab US Large-Cap Growth ETF made up 0.23% of Oppenheimer & Co's portfolio in Q2 2026, its #79 holding.
Oppenheimer & Co first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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