Cerity Partners
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Cerity Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cerity Partners’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 		$113M Buy
3,902,668
+707,015
+22% +$23.4M 0.14% 140
2026
Q1 		$93.6M Buy
3,195,653
+130,206
+4% +$4.05M 0.13% 147
2025
Q4 		$100M Buy
3,065,447
+20,681
+0.7% +$673K 0.15% 139
2025
Q3 		$97.2M Sell
3,044,766
-75,157
-2% -$2.29M 0.16% 136
2025
Q2 		$91.1M Buy
3,119,923
+75,451
+2% +$1.99M 0.16% 132
2025
Q1 		$76.2M Buy
3,044,472
+124,884
+4% +$3.42M 0.15% 139
2024
Q4 		$81.4M Sell
2,919,588
-265,432
-8% -$7.26M 0.18% 123
2024
Q3 		$83M Buy
3,185,020
+13,540
+0.4% +$341K 0.18% 124
2024
Q2 		$80M Sell
3,171,480
-3,256
-0.1% -$76.8K 0.21% 105
2024
Q1 		$73.5M Sell
3,174,736
-33,496
-1% -$741K 0.19% 112
2023
Q4 		$66.5M Buy
3,208,232
+1,228,912
+62% +$23.8M 0.22% 109
2023
Q3 		$36M Buy
1,979,320
+212,952
+12% +$4.01M 0.18% 136
2023
Q2 		$33.1M Buy
1,766,368
+14,640
+0.8% +$251K 0.13% 156
2023
Q1 		$28.5M Buy
1,751,728
+20,088
+1% +$305K 0.07% 195
2022
Q4 		$24.1M Buy
1,731,640
+1,608,820
+1,310% +$23.1M 0.15% 141
2022
Q3 		$1.71M Sell
122,820
-5,644
-4% -$88.4K 0.02% 403
2022
Q2 		$1.86M Buy
128,464
+7,548
+6% +$121K 0.02% 420
2022
Q1 		$2.26M Sell
120,916
-9,148
-7% -$167K 0.04% 309
2021
Q4 		$2.66M Buy
130,064
+87,008
+202% +$1.74M 0.04% 276
2021
Q3 		$797K Sell
43,056
-4,688
-10% -$89.3K 0.02% 390
2021
Q2 		$871K Sell
47,744
-784
-2% -$13.6K 0.02% 382
2021
Q1 		$787K Sell
48,528
-3,024
-6% -$49.2K 0.02% 377
2020
Q4 		$828K Buy
51,552
+12,104
+31% +$184K 0.03% 331
2020
Q3 		$568K Buy
39,448
+1,880
+5% +$26.2K 0.02% 305
2020
Q2 		$477K Sell
37,568
-26,712
-42% -$311K 0.03% 282
2020
Q1 		$640K Sell
64,280
-11,656
-15% -$133K 0.04% 259
2019
Q4 		$882K Buy
75,936
+25,088
+49% +$277K 0.05% 256
2019
Q3 		$534K Sell
50,848
-11,912
-19% -$126K 0.03% 308
2019
Q2 		$653K Buy
+62,760
New +$638K 0.04% 291

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's SCHG Position: Q2 2026 in Review

Cerity Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q2 2026, buying an estimated $23.4M and bringing the position to 3,902,668 shares worth $113M. The position accounts for 0.14% of the portfolio, ranked #140.

Cerity Partners first reported a position in SCHG in Q2 2019 and has held it in 29 quarters since. 1,569 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cerity Partners held 3,902,668 shares of Schwab US Large-Cap Growth ETF worth $113M as of Q2 2026.
  • Cerity Partners bought 707,015 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $23.4M.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Cerity Partners's portfolio in Q2 2026, its #140 holding.
  • Cerity Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.