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Centennial Wealth Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Centennial Wealth Advisory’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 		$209K Buy
+6,173
New +$205K 0.05% 177
2026
Q1 		– Sell
-6,170
Closed -$201K – 181
2025
Q4 		$201K Buy
+6,170
New +$201K 0.05% 162

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Centennial Wealth Advisory's SCHG Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,173 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Centennial Wealth Advisory previously reported a position in SCHG as recently as Q4 2025.

Centennial Wealth Advisory first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Centennial Wealth Advisory held 6,173 shares of Schwab US Large-Cap Growth ETF worth $209K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Centennial Wealth Advisory position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Centennial Wealth Advisory's portfolio in Q2 2026, its #177 holding.
  • Centennial Wealth Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.