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 Q3	$648K	Buy	18,042 +723	+4%	+$25.3K	0.5%	58
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

City Center Advisors LLC's SCHG Position: Q3 2026 in Review

City Center Advisors LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q3 2026, buying an estimated $25.3K and bringing the position to 18,042 shares worth $648K. The position accounts for 0.5% of the portfolio, ranked #58.

City Center Advisors LLC first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

City Center Advisors LLC held 18,042 shares of Schwab US Large-Cap Growth ETF worth $648K as of Q3 2026.
City Center Advisors LLC bought 723 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $25.3K.
Schwab US Large-Cap Growth ETF made up 0.5% of City Center Advisors LLC's portfolio in Q3 2026, its #58 holding.
City Center Advisors LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.