Schwab U S Large Cap Growth ETF shares owned by Apella Capital
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 108k | 31.74 |
| 2025-06-30 | $1.2M | 41k | 29.20 |
| 2025-03-31 | $1.0M | 41k | 24.85 |
| 2024-12-31 | $1.1M | 41k | 27.87 |
| 2024-09-30 | $996k | 9.7k | 102.84 |
| 2024-06-30 | $1.0M | 9.7k | 104.62 |
| 2024-03-31 | $277k | 3.0k | 92.48 |
| 2023-12-31 | $241k | 3.0k | 80.60 |
| 2023-09-30 | $218k | 3.0k | 72.72 |
| 2023-06-30 | $224k | 3.0k | 74.95 |
| 2022-03-31 | $219k | 2.9k | 74.90 |
| 2021-12-31 | $239k | 1.5k | 163.47 |
| 2021-09-30 | $217k | 1.5k | 148.43 |
| 2021-06-30 | $213k | 1.5k | 145.69 |
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