Vista Cima Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vista Cima Wealth Management’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	$13.6M	Buy	403,164 +4,419	+1%	+$146K	10.16%	2
2026 Q1	$11.6M	Sell	398,745 -76,788	-16%	-$2.39M	11.47%	1
2025 Q4	$15.5M	Buy	475,533 +10,698	+2%	+$348K	12.93%	2
2025 Q3	$14.8M	Buy	464,835 +11,414	+3%	+$348K	12.36%	2
2025 Q2	$13.2M	Buy	453,421 +10,550	+2%	+$279K	12.38%	2
2025 Q1	$11.1M	Buy	442,871 +75,570	+21%	+$2.07M	11.94%	2
2024 Q4	$10.2M	Buy	+367,301	New	+$10M	10.64%	2

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 Cima Wealth Management's SCHG Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, buying an estimated $146K and bringing the position to 403,164 shares worth $13.6M. The position accounts for 10.16% of the portfolio, ranked #2.

Vista Cima Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vista Cima Wealth Management held 403,164 shares of Schwab US Large-Cap Growth ETF worth $13.6M as of Q2 2026.
Vista Cima Wealth Management bought 4,419 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $146K.
Schwab US Large-Cap Growth ETF made up 10.16% of Vista Cima Wealth Management's portfolio in Q2 2026, its #2 holding.
Vista Cima Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $15.5M in Q4 2025.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.