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 Q2	$7.55M	Buy	223,127 +172,053	+337%	+$5.7M	0.09%	194
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Vise Technologies's SCHG Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 337% in Q2 2026, buying an estimated $5.7M and bringing the position to 223,127 shares worth $7.55M. The position accounts for 0.09% of the portfolio, ranked #194.

Vise Technologies first reported a position in SCHG in Q4 2021 and has held it in 8 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vise Technologies held 223,127 shares of Schwab US Large-Cap Growth ETF worth $7.55M as of Q2 2026.
Vise Technologies bought 172,053 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.7M.
Schwab US Large-Cap Growth ETF made up 0.09% of Vise Technologies's portfolio in Q2 2026, its #194 holding.
Vise Technologies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.