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

Apella Capital’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	$3.88M	Sell	113,098 -4,072	-3%	-$135K	0.05%	191
2026 Q1	$3.82M	Buy	117,170 +10,083	+9%	+$313K	0.06%	188
2025 Q4	$3.49M	Sell	107,087 -1,047	-1%	-$34.1K	0.07%	157
2025 Q3	$3.43M	Buy	108,134 +67,334	+165%	+$2.05M	0.08%	147
2025 Q2	$1.19M	Buy	40,800 +300	+0.7%	+$7.93K	0.03%	202
2025 Q1	$1.01M	Hold	40,500	–	–	0.03%	184
2024 Q4	$1.13M	Buy	40,500 +1,776	+5%	+$48.6K	0.04%	155
2024 Q3	$996K	Hold	38,724	–	–	0.04%	150
2024 Q2	$1.01M	Buy	38,724 +26,760	+224%	+$631K	0.05%	146
2024 Q1	$277K	Hold	11,964	–	–	0.01%	255
2023 Q4	$241K	Hold	11,964	–	–	0.01%	262
2023 Q3	$218K	Hold	11,964	–	–	0.02%	245
2023 Q2	$224K	Buy	+11,964	New	+$205K	0.02%	238
2022 Q2	–	Sell	-11,696	Closed	-$219K	–	231
2022 Q1	$219K	Hold	11,696	–	–	0.03%	192
2021 Q4	$239K	Hold	11,696	–	–	0.03%	181
2021 Q3	$217K	Hold	11,696	–	–	0.03%	190
2021 Q2	$213K	Buy	+11,696	New	+$202K	0.04%	198

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Apella Capital's SCHG Position: Q2 2026 in Review

Apella Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $135K and leaving 113,098 shares worth $3.88M. The position accounts for 0.05% of the portfolio, ranked #191.

Apella Capital first reported a position in SCHG in Q2 2021 and has held it in 17 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Apella Capital held 113,098 shares of Schwab US Large-Cap Growth ETF worth $3.88M as of Q2 2026.
Apella Capital sold 4,072 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $135K.
Schwab US Large-Cap Growth ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #191 holding.
Apella Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.