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Centaurus Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Centaurus Financial’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 		$5.29M Buy
181,585
+11,586
+7% +$360K 0.25% 88
2025
Q4 		$5.54M Buy
169,999
+12,094
+8% +$393K 0.25% 85
2025
Q3 		$5.04M Buy
157,905
+7,371
+5% +$225K 0.24% 89
2025
Q2 		$4.4M Buy
150,534
+29,568
+24% +$782K 0.26% 94
2025
Q1 		$3.03M Buy
120,966
+2,173
+2% +$59.5K 0.18% 121
2024
Q4 		$3.31M Buy
118,793
+9,473
+9% +$259K 0.2% 109
2024
Q3 		$2.85M Buy
109,320
+10,756
+11% +$271K 0.18% 119
2024
Q2 		$2.48M Buy
98,564
+12,016
+14% +$283K 0.17% 130
2024
Q1 		$2.01M Buy
86,548
+5,860
+7% +$130K 0.14% 147
2023
Q4 		$1.67M Buy
80,688
+7,296
+10% +$141K 0.13% 157
2023
Q3 		$1.33M Buy
73,392
+6,912
+10% +$130K 0.12% 179
2023
Q2 		$1.25M Sell
66,480
-47,392
-42% -$813K 0.11% 196
2023
Q1 		$1.85M Buy
113,872
+3,476
+3% +$52.8K 0.15% 163
2022
Q4 		$1.53M Buy
110,396
+324
+0.3% +$4.66K 0.14% 171
2022
Q3 		$1.54M Sell
110,072
-2,256
-2% -$35.3K 0.15% 164
2022
Q2 		$1.63M Sell
112,328
-52,956
-32% -$847K 0.16% 161
2022
Q1 		$3.09M Sell
165,284
-24,964
-13% -$455K 0.24% 104
2021
Q4 		$3.89M Buy
190,248
+1,200
+0.6% +$24K 0.29% 83
2021
Q3 		$3.5M Buy
189,048
+4,192
+2% +$79.9K 0.29% 84
2021
Q2 		$3.37M Buy
184,856
+10,664
+6% +$185K 0.28% 84
2021
Q1 		$2.83M Buy
174,192
+13,232
+8% +$215K 0.28% 85
2020
Q4 		$2.58M Sell
160,960
-13,016
-7% -$197K 0.27% 83
2020
Q3 		$2.5M Buy
173,976
+143,784
+476% +$2M 0.35% 67
2020
Q2 		$383K Sell
30,192
-2,256
-7% -$26.3K 0.06% 307
2020
Q1 		$323K Buy
32,448
+8
+0% +$91 0.06% 261
2019
Q4 		$377K Sell
32,440
-144
-0.4% -$1.59K 0.05% 351
2019
Q3 		$342K Sell
32,584
-424
-1% -$4.47K 0.05% 324
2019
Q2 		$343K Buy
33,008
+31,000
+1,544% +$315K 0.05% 337
2019
Q1 		$3.15K Buy
2,008
+288
+17% +$2.72K 0.02% 420
2018
Q4 		$3 Buy
1,720
+1,696
+7,067% +$15.8K 0.02% 370
2018
Q3 		$265 Sell
24
-78,304
-100% -$780K 0.05% 334
2018
Q2 		$742K Buy
78,328
+52,784
+207% +$491K 0.1% 210
2018
Q1 		$229K Buy
+25,544
New +$235K 0.05% 303

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Centaurus Financial's SCHG Position: Q1 2026 in Review

Centaurus Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.8% in Q1 2026, buying an estimated $360K and bringing the position to 181,585 shares worth $5.29M. The position accounts for 0.25% of the portfolio, ranked #88.

Centaurus Financial first reported a position in SCHG in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.54M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Centaurus Financial held 181,585 shares of Schwab US Large-Cap Growth ETF worth $5.29M as of Q1 2026.
  • Centaurus Financial bought 11,586 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $360K.
  • Schwab US Large-Cap Growth ETF made up 0.25% of Centaurus Financial's portfolio in Q1 2026, its #88 holding.
  • Centaurus Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Centaurus Financial's Schwab US Large-Cap Growth ETF position peaked at $5.54M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.