Venture Visionary Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Venture Visionary Partners’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 Q3	$2.53M	Buy	70,537 +63,257	+869%	+$2.22M	0.07%	216
2026 Q2	$246K	Buy	+7,280	New	+$241K	0.01%	625
2026 Q1	–	Sell	-8,401	Closed	-$274K	–	701
2025 Q4	$274K	Hold	8,401	–	–	0.01%	545
2025 Q3	$268K	Buy	8,401 +923	+12%	+$28.1K	0.01%	528
2025 Q2	$218K	Sell	7,478 -2,878	-28%	-$76.1K	0.01%	549
2025 Q1	$259K	Buy	+10,356	New	+$284K	0.01%	490
2022 Q3	–	Sell	-3,440	Closed	-$49.9K	–	1337
2022 Q2	$49.9K	Buy	+3,440	New	+$55K	﹤0.01%	801

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Venture Visionary Partners's SCHG Position: Q3 2026 in Review

Venture Visionary Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 869% in Q3 2026, buying an estimated $2.22M and bringing the position to 70,537 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #216.

Venture Visionary Partners first reported a position in SCHG in Q2 2022 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Venture Visionary Partners held 70,537 shares of Schwab US Large-Cap Growth ETF worth $2.53M as of Q3 2026.
Venture Visionary Partners bought 63,257 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2.22M.
Schwab US Large-Cap Growth ETF made up 0.07% of Venture Visionary Partners's portfolio in Q3 2026, its #216 holding.
Venture Visionary Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.