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Schwab U S Large Cap Growth ETF shares owned by Vista Capital Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Vista Capital Partners from 13F filings

Historical chart of Vista Capital Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $381k 14k 27.87
2024-09-30 $356k 3.4k 104.18
2024-06-30 $254k 2.5k 100.84
2024-03-31 $238k 2.6k 92.72
2023-12-31 $226k 2.7k 82.96
2023-06-30 $246k 3.3k 74.95
2022-03-31 $204k 2.7k 74.83

More positions owned by Vista Capital Partners

Vanguard Total U.S. Stock Market Index Fund Total Stk Mkt (VTI)
Vanguard Value Index Fund Value ETF (VTV)
Vanguard REIT Index Fund S&p 500 Etf Shs (VNQ)
Vanguard Growth Index Fund Growth ETF (VUG)
Vanguard Small Cap Index Fund Sm Cp Val ETF (VB)
Microsoft Corporation (MSFT)
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)
Apple (AAPL)
Stryker Corporation (SYK)
SPDRs - S&P 500 Index Fund Tr Unit (SPY)
Vanguard S&P 500 ETF Small Cp ETF (VOO)
DFA U.S. Core Equity II Fund US Core Equity 2 (DFAC)
Schwab U.S. REIT Fund Us Reit Etf (SCHH)
Starbucks Corporation (SBUX)
Berkshire Hathaway Cl B Class B (BRK.A)

View all positions for Vista Capital Partners

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF