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 Q3	$35.1M	Buy	977,071 +220	+0%	+$7.71K	13.99%	1
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Visionary Horizons's SCHG Position: Q3 2026 in Review

Visionary Horizons increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.02% in Q3 2026, buying an estimated $7.71K and bringing the position to 977,071 shares worth $35.1M. The position accounts for 13.99% of the portfolio, ranked #1.

Visionary Horizons first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 1,427 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Visionary Horizons held 977,071 shares of Schwab US Large-Cap Growth ETF worth $35.1M as of Q3 2026.
Visionary Horizons bought 220 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $7.71K.
Schwab US Large-Cap Growth ETF made up 13.99% of Visionary Horizons's portfolio in Q3 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 12 quarters since.
1,427 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.