VFPW
SCHG icon

Vantage Financial Partners (Wisconsin)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$960K Sell
29,434
-417
-1% -$13.6K 0.19% 68
2025
Q3 		$953K Sell
29,851
-53
-0.2% -$1.61K 0.2% 66
2025
Q2 		$873K Hold
29,904
– – 0.2% 71
2025
Q1 		$749K Buy
29,904
+6,348
+27% +$174K 0.19% 76
2024
Q4 		$657K Sell
23,556
-23,304
-50% -$637K 0.16% 82
2024
Q3 		$1.22M Buy
+46,860
New +$1.18M 0.3% 49

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SCHG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q4 2025, selling an estimated $13.6K and leaving 29,434 shares worth $960K. The position accounts for 0.19% of the portfolio, ranked #68.

Vantage Financial Partners (Wisconsin) first reported a position in SCHG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2024. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 29,434 shares of Schwab US Large-Cap Growth ETF worth $960K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 417 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $13.6K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #68 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Schwab US Large-Cap Growth ETF position peaked at $1.22M in Q3 2024.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.