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Apriem Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Apriem Advisors’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 		$2.04M Sell
69,964
-150
-0.2% -$4.66K 0.19% 65
2025
Q4 		$2.29M Sell
70,114
-7,467
-10% -$243K 0.21% 65
2025
Q3 		$2.48M Buy
77,581
+111
+0.1% +$3.38K 0.23% 62
2025
Q2 		$2.26M Buy
77,470
+1,271
+2% +$33.6K 0.24% 62
2025
Q1 		$1.91M Buy
76,199
+36,853
+94% +$1.01M 0.22% 61
2024
Q4 		$1.1M Sell
39,346
-810
-2% -$22.2K 0.13% 76
2024
Q3 		$1.05M Sell
40,156
-956
-2% -$24.1K 0.12% 73
2024
Q2 		$1.04M Hold
41,112
– – 0.13% 75
2024
Q1 		$953K Hold
41,112
– – 0.12% 80
2023
Q4 		$853K Sell
41,112
-80
-0.2% -$1.55K 0.11% 76
2023
Q3 		$749K Buy
41,192
+7,480
+22% +$141K 0.11% 77
2023
Q2 		$632K Buy
33,712
+9,880
+41% +$169K 0.09% 84
2023
Q1 		$388K Buy
23,832
+1,340
+6% +$20.3K 0.06% 106
2022
Q4 		$312K Sell
22,492
-1,616
-7% -$23.2K 0.05% 116
2022
Q3 		$336K Sell
24,108
-644
-3% -$10.1K 0.06% 106
2022
Q2 		$359K Sell
24,752
-2,060
-8% -$32.9K 0.06% 105
2022
Q1 		$502K Sell
26,812
-1,004
-4% -$18.3K 0.07% 93
2021
Q4 		$569K Sell
27,816
-1,360
-5% -$27.2K 0.08% 89
2021
Q3 		$540K Buy
29,176
+720
+3% +$13.7K 0.08% 86
2021
Q2 		$519K Sell
28,456
-520
-2% -$9K 0.08% 87
2021
Q1 		$470K Sell
28,976
-4,640
-14% -$75.5K 0.07% 87
2020
Q4 		$540K Sell
33,616
-1,448
-4% -$22K 0.1% 72
2020
Q3 		$505K Sell
35,064
-9,592
-21% -$134K 0.09% 75
2020
Q2 		$567K Buy
44,656
+464
+1% +$5.41K 0.12% 72
2020
Q1 		$440K Sell
44,192
-7,168
-14% -$81.8K 0.11% 73
2019
Q4 		$596K Sell
51,360
-312
-0.6% -$3.44K 0.11% 71
2019
Q3 		$543K Sell
51,672
-8,600
-14% -$90.6K 0.12% 74
2019
Q2 		$627K Sell
60,272
-31,752
-35% -$323K 0.2% 71
2019
Q1 		$914K Sell
92,024
-1,072
-1% -$10.1K 0.24% 54
2018
Q4 		$802K Sell
93,096
-1,845,792
-95% -$17.2M 0.28% 57
2018
Q3 		$19.9M Buy
1,938,888
+188,792
+11% +$1.88M 4.35% 6
2018
Q2 		$16.6M Buy
1,750,096
+150,168
+9% +$1.4M 3.72% 5
2018
Q1 		$14.3M Buy
1,599,928
+45,856
+3% +$423K 3.5% 4
2017
Q4 		$13.7M Buy
1,554,072
+92,280
+6% +$793K 3.4% 5
2017
Q3 		$12.1M Buy
1,461,792
+293,848
+25% +$2.38M 3% 6
2017
Q2 		$9.23M Buy
1,167,944
+1,100,904
+1,642% +$8.58M 2.44% 7
2017
Q1 		$507K Buy
67,040
+200
+0.3% +$1.48K 0.14% 71
2016
Q4 		$466K Buy
66,840
+8,640
+15% +$59.8K 0.14% 73
2016
Q3 		$404K Buy
58,200
+2,240
+4% +$15.4K 0.12% 80
2016
Q2 		$367K Buy
55,960
+4,160
+8% +$27.3K 0.12% 75
2016
Q1 		$339K Sell
51,800
-1,328,160
-96% -$8.23M 0.13% 67
2015
Q4 		$9.11M Buy
1,379,960
+1,329,504
+2,635% +$8.87M 3.25% 3
2015
Q3 		$315K Sell
50,456
-1,057,896
-95% -$7.04M 0.12% 70
2015
Q2 		$7.44M Buy
1,108,352
+2,488
+0.2% +$17K 2.55% 9
2015
Q1 		$7.45M Buy
1,105,864
+75,240
+7% +$499K 2.58% 8
2014
Q4 		$6.67M Buy
1,030,624
+546,864
+113% +$3.44M 2.46% 8
2014
Q3 		$2.97M Buy
483,760
+164,680
+52% +$1.01M 1.14% 33
2014
Q2 		$1.94M Buy
+319,080
New +$1.87M 0.74% 45
2013
Q3 		– Sell
-128
Closed -$1K – 513
2013
Q2 		$1K Buy
+128
New +$612 ﹤0.01% 454

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

Apriem Advisors's SCHG Position: Q1 2026 in Review

Apriem Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.21% in Q1 2026, selling an estimated $4.66K and leaving 69,964 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #65.

Apriem Advisors first reported a position in SCHG in Q2 2013 and has held it in 49 quarters since. The position peaked at $19.9M in Q3 2018. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Apriem Advisors held 69,964 shares of Schwab US Large-Cap Growth ETF worth $2.04M as of Q1 2026.
  • Apriem Advisors sold 150 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.66K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Apriem Advisors's portfolio in Q1 2026, its #65 holding.
  • Apriem Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 49 quarters since.
  • Apriem Advisors's Schwab US Large-Cap Growth ETF position peaked at $19.9M in Q3 2018.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.