CWM
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Centurion Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Centurion 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
Q2 		$202K Sell
5,979
-1,177
-16% -$39K 0.05% 273
2026
Q1 		$208K Buy
+7,156
New +$222K 0.05% 292

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

Centurion Wealth Management's SCHG Position: Q2 2026 in Review

Centurion Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q2 2026, selling an estimated $39K and leaving 5,979 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #273.

Centurion Wealth Management first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Centurion Wealth Management held 5,979 shares of Schwab US Large-Cap Growth ETF worth $202K as of Q2 2026.
  • Centurion Wealth Management sold 1,177 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $39K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Centurion Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Centurion Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Centurion Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $208K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.