Certified Advisory Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Certified Advisory Corp’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	$12.4M	Buy	365,708 +14,008	+4%	+$464K	1%	30
2026 Q1	$10.2M	Buy	351,700 +19,881	+6%	+$618K	0.92%	32
2025 Q4	$10.8M	Buy	331,819 +5,206	+2%	+$169K	0.99%	31
2025 Q3	$10.4M	Buy	326,613 +5,287	+2%	+$161K	0.99%	32
2025 Q2	$9.39M	Buy	321,326 +13,687	+4%	+$362K	0.98%	32
2025 Q1	$7.7M	Buy	307,639 +11,982	+4%	+$328K	0.87%	37
2024 Q4	$8.24M	Buy	295,657 +9,117	+3%	+$249K	0.89%	34
2024 Q3	$7.46M	Buy	286,540 +10,608	+4%	+$267K	0.83%	39
2024 Q2	$6.96M	Buy	275,932 +7,952	+3%	+$188K	0.87%	33
2024 Q1	$6.21M	Buy	267,980 +18,576	+7%	+$411K	0.87%	31
2023 Q4	$5.17M	Buy	249,404 +13,880	+6%	+$268K	0.78%	35
2023 Q3	$4.28M	Buy	235,524 +30,564	+15%	+$575K	0.79%	38
2023 Q2	$3.84M	Buy	204,960 +16,912	+9%	+$290K	0.71%	44
2023 Q1	$3.06M	Buy	188,048 +19,720	+12%	+$299K	0.54%	52
2022 Q4	$2.34M	Buy	+168,328	New	+$2.42M	0.46%	63

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Certified Advisory Corp's SCHG Position: Q2 2026 in Review

Certified Advisory Corp increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4% in Q2 2026, buying an estimated $464K and bringing the position to 365,708 shares worth $12.4M. The position accounts for 1% of the portfolio, ranked #30.

Certified Advisory Corp first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Certified Advisory Corp held 365,708 shares of Schwab US Large-Cap Growth ETF worth $12.4M as of Q2 2026.
Certified Advisory Corp bought 14,008 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $464K.
Schwab US Large-Cap Growth ETF made up 1% of Certified Advisory Corp's portfolio in Q2 2026, its #30 holding.
Certified Advisory Corp first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.