Apex Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 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 17,518 shares of SCHB stock, worth $371,556. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,518
Previous 17,009
2.99%
Holding current value
$371,556
Previous $386 Million
2.31%
% of portfolio
0.34%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,269Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio