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

Vista 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 Q2	$1.89M	Buy	55,716 +44,551	+399%	+$1.48M	0.16%	34
2026 Q1	$325K	Sell	11,165 -591	-5%	-$18.4K	0.03%	106
2025 Q4	$383K	Sell	11,756 -1	-0%	-$33	0.04%	104
2025 Q3	$375K	Sell	11,757 -320	-3%	-$9.75K	0.04%	94
2025 Q2	$353K	Sell	12,077 -283	-2%	-$7.48K	0.04%	88
2025 Q1	$309K	Sell	12,360 -1,320	-10%	-$36.2K	0.04%	83
2024 Q4	$381K	Hold	13,680	–	–	0.04%	74
2024 Q3	$356K	Buy	13,680 +3,604	+36%	+$90.7K	0.04%	72
2024 Q2	$254K	Sell	10,076 -176	-2%	-$4.15K	0.03%	77
2024 Q1	$238K	Sell	10,252 -652	-6%	-$14.4K	0.03%	82
2023 Q4	$226K	Buy	+10,904	New	+$211K	0.03%	81
2023 Q3	–	Sell	-13,104	Closed	-$246K	–	87
2023 Q2	$246K	Buy	+13,104	New	+$225K	0.03%	81
2022 Q2	–	Sell	-10,904	Closed	-$204K	–	97
2022 Q1	$204K	Buy	+10,904	New	+$199K	0.03%	88

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Vista Capital Partners's SCHG Position: Q2 2026 in Review

Vista Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 399% in Q2 2026, buying an estimated $1.48M and bringing the position to 55,716 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #34.

Vista Capital Partners first reported a position in SCHG in Q1 2022 and has held it in 13 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vista Capital Partners held 55,716 shares of Schwab US Large-Cap Growth ETF worth $1.89M as of Q2 2026.
Vista Capital Partners bought 44,551 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.48M.
Schwab US Large-Cap Growth ETF made up 0.16% of Vista Capital Partners's portfolio in Q2 2026, its #34 holding.
Vista Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.