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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.3M	Buy	319,126 +138,283	+76%	+$4.3M	6.38%	1
2025 Q4	$5.85M	Sell	180,843 -142,159	-44%	-$4.62M	5.94%	4
2025 Q3	$10.3M	Sell	323,002 -1,837	-0.6%	-$56K	7.37%	1
2025 Q2	$9.49M	Sell	324,839 -128,007	-28%	-$3.38M	7.61%	1
2025 Q1	$11.3M	Sell	452,846 -11,246	-2%	-$308K	10.2%	2
2024 Q4	$12.9M	Buy	+464,092	New	+$12.7M	11.16%	1

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Apex Wealth Management's SCHG Position: Q1 2026 in Review

Apex Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 76% in Q1 2026, buying an estimated $4.3M and bringing the position to 319,126 shares worth $9.3M. The position accounts for 6.38% of the portfolio, ranked #1.

Apex Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Apex Wealth Management held 319,126 shares of Schwab US Large-Cap Growth ETF worth $9.3M as of Q1 2026.
Apex Wealth Management bought 138,283 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.3M.
Schwab US Large-Cap Growth ETF made up 6.38% of Apex Wealth Management's portfolio in Q1 2026, its #1 holding.
Apex Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Apex Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $12.9M in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.