Apex Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 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 323,002 shares of SCHG stock, worth $10.3 Million. This represents 7.37% of its overall portfolio holdings.

Number of Shares
323,002
Previous 324,839 0.57%
Holding current value
$10.3 Million
Previous $9.49 Billion 8.63%
% of portfolio
7.37%
Previous 7.61%

Shares

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

Oct 23, 2025
SELL
$28.92 - $32.19 $53,126 - $59,133
-1,837 Reduced 0.57%
323,002 $10.3 Billion
Q2 2025

Aug 08, 2025
SELL
$22.27 - $29.21 $2.85 Million - $3.74 Million
-128,007 Reduced 28.27%
324,839 $9.49 Billion
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
1,630
Shares Held
817M
Call Options Held
606K
Put Options Held
163K
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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