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

Certuity’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 		$35.1M Buy
1,038,460
+87,718
+9% +$2.91M 1.73% 11
2026
Q1 		$27.7M Buy
950,742
+209,858
+28% +$6.52M 1.82% 11
2025
Q4 		$24.2M Buy
740,884
+153,742
+26% +$5M 1.52% 16
2025
Q3 		$18.7M Buy
587,142
+65,545
+13% +$2M 1.29% 17
2025
Q2 		$15.2M Sell
521,597
-54,392
-9% -$1.44M 1.43% 17
2025
Q1 		$14.4M Buy
575,989
+21,754
+4% +$596K 1.51% 17
2024
Q4 		$15.4M Buy
554,235
+120,639
+28% +$3.3M 1.68% 15
2024
Q3 		$11.3M Buy
433,596
+28,068
+7% +$706K 1.22% 21
2024
Q2 		$10.2M Sell
405,528
-51,064
-11% -$1.2M 0.81% 28
2024
Q1 		$10.6M Buy
456,592
+142,392
+45% +$3.15M 0.93% 30
2023
Q4 		$6.52M Sell
314,200
-2,316
-0.7% -$44.8K 0.66% 34
2023
Q3 		$5.75M Buy
316,516
+81,496
+35% +$1.53M 0.68% 33
2023
Q2 		$4.4M Buy
235,020
+31,212
+15% +$535K 0.5% 34
2023
Q1 		$3.32M Buy
203,808
+36,168
+22% +$549K 0.49% 34
2022
Q4 		$2.33M Sell
167,640
-108,656
-39% -$1.56M 0.37% 42
2022
Q3 		$3.85M Buy
276,296
+13,564
+5% +$212K 0.9% 16
2022
Q2 		$3.81M Buy
262,732
+228,104
+659% +$3.65M 0.99% 17
2022
Q1 		$648K Buy
34,628
+13,204
+62% +$241K 0.14% 104
2021
Q4 		$439K Buy
+21,424
New +$428K 0.09% 148

Other funds holding SCHG

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

Certuity's SCHG Position: Q2 2026 in Review

Certuity increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.2% in Q2 2026, buying an estimated $2.91M and bringing the position to 1,038,460 shares worth $35.1M. The position accounts for 1.73% of the portfolio, ranked #11.

Certuity first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Certuity held 1,038,460 shares of Schwab US Large-Cap Growth ETF worth $35.1M as of Q2 2026.
  • Certuity bought 87,718 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.91M.
  • Schwab US Large-Cap Growth ETF made up 1.73% of Certuity's portfolio in Q2 2026, its #11 holding.
  • Certuity first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.