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

Aptus Capital 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 		$6.64M Sell
227,934
-14,276
-6% -$444K 0.05% 292
2025
Q4 		$7.9M Buy
242,210
+8,898
+4% +$289K 0.06% 250
2025
Q3 		$7.44M Sell
233,312
-7,529
-3% -$229K 0.05% 253
2025
Q2 		$7.03M Sell
240,841
-9,577
-4% -$253K 0.06% 242
2025
Q1 		$6.27M Buy
250,418
+272
+0.1% +$7.45K 0.06% 247
2024
Q4 		$6.97M Buy
250,146
+121,118
+94% +$3.31M 0.07% 222
2024
Q3 		$840K Sell
129,028
-5,880
-4% -$148K 0.01% 443
2024
Q2 		$3.4M Sell
134,908
-14,832
-10% -$350K 0.06% 232
2024
Q1 		$3.47M Buy
149,740
+130,880
+694% +$2.89M 0.06% 222
2023
Q4 		$391K Sell
18,860
-220
-1% -$4.26K 0.01% 423
2023
Q3 		$347K Sell
19,080
-740
-4% -$13.9K 0.01% 445
2023
Q2 		$371K Buy
19,820
+5,708
+40% +$97.9K 0.01% 364
2023
Q1 		$230K Sell
14,112
-584
-4% -$8.86K 0.01% 449
2022
Q4 		$204K Sell
14,696
-952
-6% -$13.7K 0.01% 477
2022
Q3 		$218K Sell
15,648
-20
-0.1% -$313 0.01% 424
2022
Q2 		$227K Buy
15,668
+1,908
+14% +$30.5K 0.01% 357
2022
Q1 		$257K Sell
13,760
-376
-3% -$6.86K 0.01% 379
2021
Q4 		$289K Sell
14,136
-10,088
-42% -$202K 0.01% 321
2021
Q3 		$448K Buy
24,224
+1,616
+7% +$30.8K 0.01% 291
2021
Q2 		$412K Sell
22,608
-960
-4% -$16.6K 0.01% 296
2021
Q1 		$382K Buy
23,568
+16,856
+251% +$274K 0.01% 285
2020
Q4 		$107K Hold
6,712
– – ﹤0.01% 333
2020
Q3 		$96K Hold
6,712
– – 0.01% 332
2020
Q2 		$85K Buy
6,712
+1,840
+38% +$21.5K 0.01% 299
2020
Q1 		$48K Hold
4,872
– – ﹤0.01% 312
2019
Q4 		$56K Buy
4,872
+3,840
+372% +$42.3K ﹤0.01% 389
2019
Q3 		$10K Buy
+1,032
New +$10.9K ﹤0.01% 441

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

Aptus Capital Advisors's SCHG Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, selling an estimated $444K and leaving 227,934 shares worth $6.64M. The position accounts for 0.05% of the portfolio, ranked #292.

Aptus Capital Advisors first reported a position in SCHG in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Aptus Capital Advisors held 227,934 shares of Schwab US Large-Cap Growth ETF worth $6.64M as of Q1 2026.
  • Aptus Capital Advisors sold 14,276 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $444K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q1 2026, its #292 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.