Schwab U S Large Cap Growth ETF shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 233k | 31.91 |
| 2025-06-30 | $7.0M | 241k | 29.21 |
| 2025-03-31 | $6.3M | 250k | 25.04 |
| 2024-12-31 | $7.0M | 250k | 27.87 |
| 2024-09-30 | $840k | 32k | 26.05 |
| 2024-06-30 | $3.4M | 34k | 100.84 |
| 2024-03-31 | $3.5M | 37k | 92.72 |
| 2023-09-30 | $347k | 4.8k | 72.72 |
| 2023-06-30 | $371k | 5.0k | 74.95 |
| 2023-03-31 | $230k | 3.5k | 65.18 |
| 2022-12-31 | $204k | 3.7k | 55.56 |
| 2022-09-30 | $218k | 3.9k | 55.73 |
| 2022-06-30 | $227k | 3.9k | 57.95 |
| 2022-03-31 | $257k | 3.4k | 74.71 |
| 2021-12-31 | $289k | 1.8k | 163.55 |
| 2021-09-30 | $448k | 3.0k | 147.95 |
| 2021-06-30 | $412k | 2.8k | 145.79 |
| 2021-03-31 | $382k | 2.9k | 129.67 |
| 2020-12-31 | $107k | 839 | 127.53 |
| 2020-09-30 | $96k | 839 | 114.42 |
| 2020-06-30 | $85k | 839 | 101.31 |
| 2020-03-31 | $48k | 609 | 78.82 |
| 2019-12-31 | $56k | 609 | 91.95 |
| 2019-09-30 | $10k | 129 | 77.52 |
Top funds holding Schwab U S Large Cap Growth ETF
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