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Oxinas Partners Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Oxinas Partners Wealth Management’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 		$3.51M Buy
103,817
+264
+0.3% +$8.75K 1.38% 20
2026
Q1 		$3.02M Buy
103,553
+75
+0.1% +$2.33K 1.38% 20
2025
Q4 		$3.38M Sell
103,478
-834
-0.8% -$27.1K 1.62% 19
2025
Q3 		$3.33M Sell
104,312
-416
-0.4% -$12.7K 1.78% 16
2025
Q2 		$3.06M Sell
104,728
-2,493
-2% -$65.9K 1.57% 17
2025
Q1 		$2.68M Buy
107,221
+1,061
+1% +$29.1K 1.59% 18
2024
Q4 		$2.96M Buy
106,160
+3,280
+3% +$89.7K 1.73% 16
2024
Q3 		$2.68M Sell
102,880
-3,044
-3% -$76.6K 1.64% 17
2024
Q2 		$2.67M Sell
105,924
-5,868
-5% -$138K 1.78% 15
2024
Q1 		$2.59M Sell
111,792
-25,840
-19% -$572K 1.68% 19
2023
Q4 		$2.85M Sell
137,632
-10,672
-7% -$206K 2.02% 14
2023
Q3 		$2.7M Sell
148,304
-2,280
-2% -$42.9K 2% 15
2023
Q2 		$2.82M Buy
150,584
+31,044
+26% +$532K 1.85% 16
2023
Q1 		$1.95M Sell
119,540
-448
-0.4% -$6.8K 1.41% 22
2022
Q4 		$1.67M Buy
119,988
+57,856
+93% +$832K 1.41% 23
2022
Q3 		$867K Sell
62,132
-628
-1% -$9.84K 0.72% 40
2022
Q2 		$910K Sell
62,760
-19,784
-24% -$316K 0.69% 39
2022
Q1 		$1.54M Buy
82,544
+18,928
+30% +$345K 0.97% 27
2021
Q4 		$1.3M Buy
63,616
+4,608
+8% +$92.1K 0.74% 38
2021
Q3 		$1.09M Buy
59,008
+8,568
+17% +$163K 0.63% 48
2021
Q2 		$920K Buy
50,440
+1,968
+4% +$34K 0.53% 59
2021
Q1 		$786K Buy
48,472
+4,144
+9% +$67.4K 0.5% 62
2020
Q4 		$712K Buy
+44,328
New +$672K 0.53% 52

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oxinas Partners Wealth Management's SCHG Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.25% in Q2 2026, buying an estimated $8.75K and bringing the position to 103,817 shares worth $3.51M. The position accounts for 1.38% of the portfolio, ranked #20.

Oxinas Partners Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Oxinas Partners Wealth Management held 103,817 shares of Schwab US Large-Cap Growth ETF worth $3.51M as of Q2 2026.
  • Oxinas Partners Wealth Management bought 264 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.75K.
  • Schwab US Large-Cap Growth ETF made up 1.38% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Oxinas Partners Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.