Oppenheimer & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Sell |
83,323
-3,532
| -4% | -$94.7K | 0.03% | 572 |
|
|
2025
Q4 | $2.34M | Sell |
86,855
-5,806
| -6% | -$155K | 0.03% | 501 |
|
|
2025
Q3 | $2.44M | Buy |
92,661
+304
| +0.3% | +$7.72K | 0.03% | 541 |
|
|
2025
Q2 | $2.26M | Sell |
92,357
-470
| -0.5% | -$10.6K | 0.03% | 534 |
|
|
2025
Q1 | $2.05M | Sell |
92,827
-7,918
| -8% | -$184K | 0.03% | 537 |
|
|
2024
Q4 | $2.34M | Buy |
100,745
+812
| +0.8% | +$18.9K | 0.03% | 504 |
|
|
2024
Q3 | $2.26M | Sell |
99,933
-3,075
| -3% | -$67K | 0.03% | 512 |
|
|
2024
Q2 | $2.21M | Sell |
103,008
-3,600
| -3% | -$74.4K | 0.04% | 505 |
|
|
2024
Q1 | $2.21M | Sell |
106,608
-2,943
| -3% | -$57.9K | 0.04% | 487 |
|
|
2023
Q4 | $2.06M | Buy |
109,551
+1,323
| +1% | +$23.2K | 0.04% | 486 |
|
|
2023
Q3 | $1.83M | Sell |
108,228
-1,443
| -1% | -$25.3K | 0.04% | 489 |
|
|
2023
Q2 | $1.91M | Sell |
109,671
-6,468
| -6% | -$107K | 0.04% | 489 |
|
|
2023
Q1 | $1.87M | Sell |
116,139
-2,490
| -2% | -$39.2K | 0.04% | 464 |
|
|
2022
Q4 | $1.79M | Buy |
118,629
+27,897
| +31% | +$422K | 0.04% | 476 |
|
|
2022
Q3 | $1.28M | Buy |
90,732
+498
| +0.6% | +$7.81K | 0.03% | 575 |
|
|
2022
Q2 | $1.34M | Sell |
90,234
-462
| -0.5% | -$7.49K | 0.03% | 579 |
|
|
2022
Q1 | $1.63M | Buy |
90,696
+120
| +0.1% | +$2.12K | 0.03% | 566 |
|
|
2021
Q4 | $1.72M | Sell |
90,576
-30
| -0% | -$554 | 0.03% | 560 |
|
|
2021
Q3 | $1.57M | Sell |
90,606
-2,754
| -3% | -$49.1K | 0.03% | 592 |
|
|
2021
Q2 | $1.62M | Buy |
93,360
+2,952
| +3% | +$49.8K | 0.03% | 580 |
|
|
2021
Q1 | $1.45M | Sell |
90,408
-726
| -0.8% | -$11.4K | 0.03% | 569 |
|
|
2020
Q4 | $1.38M | Sell |
91,134
-246
| -0.3% | -$3.52K | 0.03% | 543 |
|
|
2020
Q3 | $1.23M | Sell |
91,380
-17,766
| -16% | -$236K | 0.03% | 516 |
|
|
2020
Q2 | $1.35M | Buy |
109,146
+6,930
| +7% | +$80.8K | 0.03% | 468 |
|
|
2020
Q1 | $1.04M | Buy |
102,216
+9,312
| +10% | +$113K | 0.03% | 504 |
|
|
2019
Q4 | $1.19M | Buy |
92,904
+102
| +0.1% | +$1.25K | 0.03% | 565 |
|
|
2019
Q3 | $1.1M | Sell |
92,802
-1,506
| -2% | -$17.7K | 0.03% | 567 |
|
|
2019
Q2 | $1.1M | Buy |
94,308
+96
| +0.1% | +$1.1K | 0.03% | 563 |
|
|
2019
Q1 | $1.06M | Buy |
94,212
+2,394
| +3% | +$25.9K | 0.03% | 570 |
|
|
2018
Q4 | $914K | Buy |
91,818
+26,604
| +41% | +$286K | 0.03% | 552 |
|
|
2018
Q3 | $756K | Sell |
65,214
-1,326
| -2% | -$15.1K | 0.02% | 696 |
|
|
2018
Q2 | $721K | Buy |
66,540
+72
| +0.1% | +$776 | 0.02% | 711 |
|
|
2018
Q1 | $699K | Buy |
66,468
+34,020
| +105% | +$370K | 0.02% | 735 |
|
|
2017
Q4 | $345K | Buy |
+32,448
| New | +$336K | 0.01% | 1002 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Oppenheimer & Co's SCHX Position: Q1 2026 in Review
Oppenheimer & Co reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q1 2026, selling an estimated $94.7K and leaving 83,323 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #572.
Oppenheimer & Co first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.44M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Oppenheimer & Co held 83,323 shares of Schwab US Large- Cap ETF worth $2.14M as of Q1 2026.
- Oppenheimer & Co sold 3,532 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $94.7K.
- Schwab US Large- Cap ETF made up 0.03% of Oppenheimer & Co's portfolio in Q1 2026, its #572 holding.
- Oppenheimer & Co first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Oppenheimer & Co's Schwab US Large- Cap ETF position peaked at $2.44M in Q3 2025.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.