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 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

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

Vista Capital Partners's SCHG Position: Q1 2026 in Review

Vista Capital Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q1 2026, selling an estimated $18.4K and leaving 11,165 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #106.

Vista Capital Partners first reported a position in SCHG in Q1 2022 and has held it in 12 quarters since. The position peaked at $383K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Vista Capital Partners held 11,165 shares of Schwab US Large-Cap Growth ETF worth $325K as of Q1 2026.
Vista Capital Partners sold 591 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.4K.
Schwab US Large-Cap Growth ETF made up 0.03% of Vista Capital Partners's portfolio in Q1 2026, its #106 holding.
Vista Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 12 quarters since.
Vista Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $383K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Vista Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.