Apex Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apex Wealth Management, LLC holds 51,093 shares of SCHB stock, worth $1.25 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
51,093
Previous 17,518 191.66%
Holding current value
$1.25 Million
Previous $377 Million 222.81%
% of portfolio
0.98%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $641,282 - $800,092
33,575 Added 191.66%
51,093 $1.22 Billion
Q1 2025

Apr 29, 2025
BUY
$21.23 - $23.75 $10,806 - $12,088
509 Added 2.99%
17,518 $377 Million
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $374,368 - $1.14 Million
17,009 New
17,009 $386 Million

Others Institutions Holding SCHB

# of Institutions
1,339
Shares Held
495M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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