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Schwab U S Large Cap Growth ETF shares owned by Vista Cima Wealth Management

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

Historical chart of Vista Cima Wealth Management 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 Cima Wealth Management 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 Cima Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 465k 31.91
2025-06-30 $13M 453k 29.21
2025-03-31 $11M 443k 25.04
2024-12-31 $10M 367k 27.87