Apex Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,314Shares Held
263MCall Options Held
82.9KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio