Vise Technologies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vise Technologies’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	$1.67M	Hold	51,074	–	–	0.03%	425
2025 Q4	$1.67M	Buy	51,074 +31,412	+160%	+$1.02M	0.03%	426
2025 Q3	$627K	Buy	19,662 +4,506	+30%	+$137K	0.02%	570
2025 Q2	$443K	Buy	+15,156	New	+$401K	0.02%	691
2024 Q4	–	Sell	-12,304	Closed	-$320K	–	837
2024 Q3	$320K	Buy	+12,304	New	+$310K	0.04%	426
2022 Q2	–	Sell	-31,592	Closed	-$591K	–	319
2022 Q1	$591K	Sell	31,592 -11,480	-27%	-$209K	0.22%	110
2021 Q4	$882K	Buy	+43,072	New	+$861K	0.24%	68

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

Vise Technologies's SCHG Position: Q1 2026 in Review

Vise Technologies held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 51,074 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #425.

Vise Technologies first reported a position in SCHG in Q4 2021 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Vise Technologies held 51,074 shares of Schwab US Large-Cap Growth ETF worth $1.67M as of Q1 2026.
Vise Technologies left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #425 holding.
Vise Technologies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.