Apex Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 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 452,846 shares of SCHG stock, worth $11.4 Million. This represents 10.2% of its overall portfolio holdings.
Number of Shares
452,846
Previous 464,092
2.42%
Holding current value
$11.4 Million
Previous $12.9 Billion
12.33%
% of portfolio
10.2%
Previous 11.16%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.22 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio