Centurion Wealth Management
SCHG icon

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
Q3 		$215K Hold
5,979
– – 0.05% 263
2026
Q2 		$202K Sell
5,979
-1,177
-16% -$39K 0.05% 273
2026
Q1 		$208K Buy
+7,156
New +$222K 0.05% 292

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Centurion Wealth Management's SCHG Position: Q3 2026 in Review

Centurion Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 5,979 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #263.

Centurion Wealth Management first reported a position in SCHG in Q1 2026 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Centurion Wealth Management held 5,979 shares of Schwab US Large-Cap Growth ETF worth $215K as of Q3 2026.
  • Centurion Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Centurion Wealth Management's portfolio in Q3 2026, its #263 holding.
  • Centurion Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.