Verus Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Verus Capital 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 Q1	$1.99M	Buy	68,282 +10,651	+18%	+$331K	0.14%	109
2025 Q4	$1.88M	Buy	57,631 +15,985	+38%	+$520K	0.13%	114
2025 Q3	$1.33M	Buy	41,646 +4,682	+13%	+$143K	0.1%	131
2025 Q2	$1.08M	Buy	36,964 +14,967	+68%	+$396K	0.1%	132
2025 Q1	$551K	Buy	21,997 +10,751	+96%	+$294K	0.05%	191
2024 Q4	$313K	Buy	+11,246	New	+$308K	0.03%	271

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Verus Capital Partners's SCHG Position: Q1 2026 in Review

Verus Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q1 2026, buying an estimated $331K and bringing the position to 68,282 shares worth $1.99M. The position accounts for 0.14% of the portfolio, ranked #109.

Verus Capital Partners first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Verus Capital Partners held 68,282 shares of Schwab US Large-Cap Growth ETF worth $1.99M as of Q1 2026.
Verus Capital Partners bought 10,651 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $331K.
Schwab US Large-Cap Growth ETF made up 0.14% of Verus Capital Partners's portfolio in Q1 2026, its #109 holding.
Verus Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.