Apex Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apex Wealth Management, LLC holds 324,839 shares of SCHG stock, worth $9.87 Million. This represents 7.61% of its overall portfolio holdings.

Number of Shares
324,839
Previous 452,846 28.27%
Holding current value
$9.87 Million
Previous $11.3 Billion 16.32%
% of portfolio
7.61%
Previous 10.2%

Shares

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

Aug 08, 2025
SELL
$22.27 - $29.21 $2.85 Million - $3.74 Million
-128,007 Reduced 28.27%
324,839 $9.49 Billion
Q1 2025

Apr 29, 2025
SELL
$24.91 - $29.02 $280,137 - $326,358
-11,246 Reduced 2.42%
452,846 $11.3 Billion
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $12 Million - $48.9 Million
464,092 New
464,092 $12.9 Billion

Others Institutions Holding SCHG

# of Institutions
1,577
Shares Held
766M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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