Schwab U S Large Cap Growth ETF shares owned by Apexium Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial 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 Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 846k | 31.91 |
| 2025-06-30 | $23M | 800k | 29.21 |
| 2024-12-31 | $19M | 666k | 27.87 |
| 2024-09-30 | $16M | 156k | 104.18 |
| 2024-06-30 | $15M | 148k | 100.88 |
| 2024-03-31 | $13M | 142k | 92.72 |
| 2023-12-31 | $12M | 139k | 82.96 |
| 2023-09-30 | $9.2M | 126k | 72.72 |
| 2023-06-30 | $8.9M | 119k | 74.95 |
| 2023-03-31 | $7.4M | 114k | 65.17 |
| 2022-12-31 | $6.2M | 111k | 55.56 |
| 2022-09-30 | $5.2M | 94k | 55.63 |
| 2022-06-30 | $3.7M | 65k | 56.87 |
| 2022-03-31 | $243k | 1.7k | 143.87 |
| 2021-12-31 | $305k | 1.9k | 163.89 |
| 2021-09-30 | $278k | 1.9k | 148.11 |
| 2021-06-30 | $271k | 1.9k | 145.70 |
| 2021-03-31 | $241k | 1.9k | 129.57 |
| 2020-12-31 | $239k | 1.9k | 128.49 |
| 2020-09-30 | $214k | 1.9k | 115.05 |
| 2020-03-31 | $230k | 2.9k | 79.61 |
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