Certior Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Certior Financial Group’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	$13.5M	Buy	400,233 +28,915	+8%	+$958K	7.42%	1
2026 Q1	$10.8M	Buy	371,318 +24,764	+7%	+$770K	6.89%	2
2025 Q4	$11.3M	Buy	346,554 +8,377	+2%	+$272K	7.64%	1
2025 Q3	$10.8M	Buy	338,177 +12,056	+4%	+$367K	7.17%	1
2025 Q2	$9.53M	Buy	326,121 +24,664	+8%	+$652K	7.1%	1
2025 Q1	$7.55M	Buy	301,457 +93,855	+45%	+$2.57M	6.1%	1
2024 Q4	$5.79M	Buy	+207,602	New	+$5.68M	5.01%	1

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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 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

Certior Financial Group's SCHG Position: Q2 2026 in Review

Certior Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.8% in Q2 2026, buying an estimated $958K and bringing the position to 400,233 shares worth $13.5M. The position accounts for 7.42% of the portfolio, ranked #1.

Certior Financial Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Certior Financial Group held 400,233 shares of Schwab US Large-Cap Growth ETF worth $13.5M as of Q2 2026.
Certior Financial Group bought 28,915 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $958K.
Schwab US Large-Cap Growth ETF made up 7.42% of Certior Financial Group's portfolio in Q2 2026, its #1 holding.
Certior Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.