Apexium Financial, LP Schwab Strategic Tr 5 10 Yr C Transaction History

Apexium Financial, LP

$1.86 Billion
Q3 2025

A detailed history of Apexium Financial, LP transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Apexium Financial, LP holds 8,925 shares of SCHI stock, worth $204,561. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,925

Holding current value

$204,561

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 17, 2025	BUY	$22.45 - $23.2 $200,366 - $207,060	8,925 New	8,925 $205,000

Others Institutions Holding SCHI

# of Institutions

251

Shares Held

52.2M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.42M
Shares

$193 Million
3.56% of portfolio
Captrust Financial Advisors Raleigh, NC

7.46M
Shares

$171 Million
0.37% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$169 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$130 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.44M
Shares

$55.9 Million
0.02% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.

Account

Apexium Financial, LP Schwab Strategic Tr 5 10 Yr C Transaction History