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 $13.7 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares
452,846
Previous 464,092 2.42%
Holding current value
$13.7 Million
Previous $12.9 Billion 12.33%
% of portfolio
10.2%
Previous 11.16%

Shares

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

Apr 29, 2025
SELL
$24.91 - $29.02 $280,137 - $326,358
-11,246 Reduced 2.42%
452,846 $11.3 Billion
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $12 Million - $48.9 Million
464,092 New
464,092 $12.9 Billion

Others Institutions Holding SCHG

# of Institutions
1,566
Shares Held
767M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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