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Apexium Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Apexium Financial’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
2025
Q3 		$27M Buy
845,631
+45,766
+6% +$1.39M 1.31% 13
2025
Q2 		$23.4M Buy
799,865
+99,670
+14% +$2.64M 1.24% 14
2025
Q1 		$17.5M Buy
700,195
+34,233
+5% +$938K 1.05% 15
2024
Q4 		$18.6M Buy
665,962
+42,490
+7% +$1.16M 1.13% 14
2024
Q3 		$16.2M Buy
623,472
+29,988
+5% +$755K 1.07% 14
2024
Q2 		$15M Buy
593,484
+25,368
+4% +$598K 1.07% 14
2024
Q1 		$13.2M Buy
568,116
+13,004
+2% +$288K 1% 14
2023
Q4 		$11.5M Buy
555,112
+49,732
+10% +$962K 0.83% 17
2023
Q3 		$9.19M Buy
505,380
+30,360
+6% +$571K 0.92% 16
2023
Q2 		$8.9M Buy
475,020
+17,856
+4% +$306K 0.79% 19
2023
Q1 		$7.45M Buy
457,164
+14,400
+3% +$219K 0.73% 19
2022
Q4 		$6.15M Buy
442,764
+65,964
+18% +$948K 0.64% 20
2022
Q3 		$5.24M Buy
376,800
+117,628
+45% +$1.84M 0.65% 19
2022
Q2 		$3.69M Buy
259,172
+252,416
+3,736% +$4.04M 2.12% 10
2022
Q1 		$243K Sell
6,756
-8,132
-55% -$148K 0.13% 85
2021
Q4 		$305K Sell
14,888
-128
-0.9% -$2.56K 0.16% 73
2021
Q3 		$278K Buy
15,016
+136
+0.9% +$2.59K 0.16% 72
2021
Q2 		$271K Hold
14,880
– – 0.17% 65
2021
Q1 		$241K Hold
14,880
– – 0.18% 67
2020
Q4 		$239K Hold
14,880
– – 0.19% 63
2020
Q3 		$214K Buy
+14,880
New +$207K 0.17% 64
2020
Q2 		– Sell
-23,112
Closed -$230K – 79
2020
Q1 		$230K Buy
+23,112
New +$264K 0.3% 47

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Apexium Financial's SCHG Position: Q3 2025 in Review

Apexium Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.7% in Q3 2025, buying an estimated $1.39M and bringing the position to 845,631 shares worth $27M. The position accounts for 1.31% of the portfolio, ranked #13.

Apexium Financial first reported a position in SCHG in Q1 2020 and has held it in 22 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Apexium Financial held 845,631 shares of Schwab US Large-Cap Growth ETF worth $27M as of Q3 2025.
  • Apexium Financial bought 45,766 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $1.39M.
  • Schwab US Large-Cap Growth ETF made up 1.31% of Apexium Financial's portfolio in Q3 2025, its #13 holding.
  • Apexium Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.