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Vertex Planning Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vertex Planning 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
2025
Q4 		– Sell
-8,553
Closed -$273K – 185
2025
Q3 		$273K Buy
+8,553
New +$261K 0.05% 171

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Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Vertex Planning Partners's SCHG Position: Q4 2025 in Review

Vertex Planning Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 8,553 shares — an estimated $273K sold.

Vertex Planning Partners first reported a position in SCHG in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Vertex Planning Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 8,553 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $273K.
  • Vertex Planning Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Vertex Planning Partners's Schwab US Large-Cap Growth ETF position peaked at $273K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.