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 133,786 shares of SCHX stock, worth $3.35 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
133,786
Previous 145,902 8.3%
Holding current value
$3.35 Million
Previous $3.38 Billion 12.66%
% of portfolio
2.66%
Previous 2.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$21.75 - $24.28 $263,523 - $294,176
-12,116 Reduced 8.3%
133,786 $2.95 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $3.27 Million - $9.96 Million
145,902 New
145,902 $3.38 Billion

Others Institutions Holding SCHX

# of Institutions
1,537
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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