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

Apollon 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 		$9.4M Sell
322,841
-13,642
-4% -$424K 0.15% 135
2025
Q4 		$11M Sell
336,483
-9,686
-3% -$315K 0.19% 103
2025
Q3 		$11M Buy
346,169
+36,973
+12% +$1.13M 0.2% 101
2025
Q2 		$9.03M Sell
309,196
-26,458
-8% -$700K 0.18% 111
2025
Q1 		$8.4M Sell
335,654
-743,922
-69% -$20.4M 0.18% 109
2024
Q4 		$30.1M Buy
1,079,576
+141,752
+15% +$3.88M 0.69% 31
2024
Q3 		$24.4M Sell
937,824
-75,600
-7% -$1.9M 0.69% 29
2024
Q2 		$25.5M Sell
1,013,424
-118,384
-10% -$2.79M 0.78% 26
2024
Q1 		$26.2M Sell
1,131,808
-35,588
-3% -$787K 0.83% 24
2023
Q4 		$24.2M Buy
1,167,396
+392,044
+51% +$7.58M 0.84% 20
2023
Q3 		$14.1M Buy
775,352
+509,692
+192% +$9.59M 0.71% 25
2023
Q2 		$4.98M Sell
265,660
-56,104
-17% -$962K 0.24% 86
2023
Q1 		$5.24M Sell
321,764
-4,592
-1% -$69.7K 0.32% 65
2022
Q4 		$4.53M Buy
326,356
+1,516
+0.5% +$21.8K 0.32% 64
2022
Q3 		$4.53M Sell
324,840
-948
-0.3% -$14.9K 0.37% 53
2022
Q2 		$4.72M Sell
325,788
-5,936
-2% -$94.9K 0.39% 49
2022
Q1 		$6.21M Buy
331,724
+80,668
+32% +$1.47M 0.44% 44
2021
Q4 		$4.99M Buy
251,056
+15,432
+7% +$308K 0.37% 55
2021
Q3 		$4.36M Buy
235,624
+11,360
+5% +$216K 0.6% 34
2021
Q2 		$4.09M Buy
224,264
+5,048
+2% +$87.3K 0.73% 28
2021
Q1 		$3.56M Buy
219,216
+171,040
+355% +$2.78M 0.69% 32
2020
Q4 		$773K Buy
+48,176
New +$731K 0.21% 96
2020
Q3 		– Sell
-280
Closed -$4K – 590
2020
Q2 		$4K Buy
+280
New +$3.27K ﹤0.01% 587

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

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

Apollon Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q1 2026, selling an estimated $424K and leaving 322,841 shares worth $9.4M. The position accounts for 0.15% of the portfolio, ranked #135.

Apollon Wealth Management first reported a position in SCHG in Q2 2020 and has held it in 23 quarters since. The position peaked at $30.1M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Apollon Wealth Management held 322,841 shares of Schwab US Large-Cap Growth ETF worth $9.4M as of Q1 2026.
  • Apollon Wealth Management sold 13,642 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $424K.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Apollon Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Apollon Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $30.1M in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.