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 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

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

Venture Visionary Partners's SCHG Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 7,280 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in SCHG as recently as Q4 2025.

Venture Visionary Partners first reported a position in SCHG in Q2 2022 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Venture Visionary Partners held 7,280 shares of Schwab US Large-Cap Growth ETF worth $246K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Venture Visionary Partners position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #625 holding.
Venture Visionary Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 6 quarters since.
Venture Visionary Partners's Schwab US Large-Cap Growth ETF position peaked at $274K in Q4 2025.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.