Apex Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
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 464,092 shares of SCHG stock, worth $11.6 Million. This represents 11.16% of its overall portfolio holdings.
Number of Shares
464,092Holding current value
$11.6 Million% of portfolio
11.16%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,481Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio