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Apex Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Apex Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.49M Sell
324,839
-128,007
-28% -$3.74M 7.61% 1
2025
Q1 		$11.3M Sell
452,846
-11,246
-2% -$282K 10.2% 2
2024
Q4 		$12.9M Buy
+464,092
New +$12.9M 11.16% 1