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

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 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 32,890 shares of SCHB stock, worth $846,259. This represents 0.6% of its overall portfolio holdings.

Number of Shares
32,890
Previous 51,093 35.63%
Holding current value
$846,259
Previous $1.22 Billion 30.55%
% of portfolio
0.6%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$23.82 - $25.84 $433,595 - $470,365
-18,203 Reduced 35.63%
32,890 $846 Million
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
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
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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