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Visionary Horizons’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Visionary Horizons’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 		$33.1M Buy
976,851
+4,759
+0.5% +$158K 13.82% 1
2026
Q1 		$28.3M Sell
972,092
-78,808
-7% -$2.45M 13.95% 1
2025
Q4 		$34.3M Buy
1,050,900
+42,582
+4% +$1.38M 17.73% 1
2025
Q3 		$32.2M Buy
1,008,318
+48,994
+5% +$1.49M 17.95% 1
2025
Q2 		$28M Sell
959,324
-23,178
-2% -$613K 17.73% 1
2025
Q1 		$24.6M Sell
982,502
-91,892
-9% -$2.52M 17.33% 1
2024
Q4 		$29.9M Buy
1,074,394
+28,666
+3% +$784K 19.65% 1
2024
Q3 		$27.2M Buy
1,045,728
+21,776
+2% +$548K 18.21% 1
2024
Q2 		$25.8M Buy
1,023,952
+94,276
+10% +$2.22M 18.88% 1
2024
Q1 		$21.4M Buy
929,676
+60,192
+7% +$1.33M 16.6% 1
2023
Q4 		$18M Buy
+869,484
New +$16.8M 14.62% 2

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Visionary Horizons's SCHG Position: Q2 2026 in Review

Visionary Horizons increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.49% in Q2 2026, buying an estimated $158K and bringing the position to 976,851 shares worth $33.1M. The position accounts for 13.82% of the portfolio, ranked #1.

Visionary Horizons first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.3M in Q4 2025. 876 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Visionary Horizons held 976,851 shares of Schwab US Large-Cap Growth ETF worth $33.1M as of Q2 2026.
  • Visionary Horizons bought 4,759 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $158K.
  • Schwab US Large-Cap Growth ETF made up 13.82% of Visionary Horizons's portfolio in Q2 2026, its #1 holding.
  • Visionary Horizons first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Visionary Horizons's Schwab US Large-Cap Growth ETF position peaked at $34.3M in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.