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 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

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 Cima Wealth Management's SCHG Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q1 2026, selling an estimated $2.39M and leaving 398,745 shares worth $11.6M. The position accounts for 11.47% of the portfolio, ranked #1.

Vista Cima Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Vista Cima Wealth Management held 398,745 shares of Schwab US Large-Cap Growth ETF worth $11.6M as of Q1 2026.
Vista Cima Wealth Management sold 76,788 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.39M.
Schwab US Large-Cap Growth ETF made up 11.47% of Vista Cima Wealth Management's portfolio in Q1 2026, its #1 holding.
Vista Cima Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $15.5M 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 Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.