City Center Advisors LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

City Center Advisors LLC’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	$586K	Buy	17,319 +7,851	+83%	+$260K	0.47%	65
2026 Q1	$276K	Sell	9,468 -173	-2%	-$5.38K	0.26%	119
2025 Q4	$314K	Sell	9,641 -793	-8%	-$25.8K	0.29%	108
2025 Q3	$333K	Sell	10,434 -1,163	-10%	-$35.4K	0.32%	107
2025 Q2	$339K	Buy	+11,597	New	+$307K	0.36%	93

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

City Center Advisors LLC's SCHG Position: Q2 2026 in Review

City Center Advisors LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 83% in Q2 2026, buying an estimated $260K and bringing the position to 17,319 shares worth $586K. The position accounts for 0.47% of the portfolio, ranked #65.

City Center Advisors LLC first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

City Center Advisors LLC held 17,319 shares of Schwab US Large-Cap Growth ETF worth $586K as of Q2 2026.
City Center Advisors LLC bought 7,851 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $260K.
Schwab US Large-Cap Growth ETF made up 0.47% of City Center Advisors LLC's portfolio in Q2 2026, its #65 holding.
City Center Advisors LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.