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

Apex Wealth Management, LLC

  • $98.5 Billion
  • Q4 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 32,956 shares of SCHB stock, worth $850,923. This represents 0.89% of its overall portfolio holdings.

Number of Shares
32,956
Previous 32,890 0.2%
Holding current value
$850,923
Previous $846 Million 4.21%
% of portfolio
0.89%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$25.2 - $26.46 $1,663 - $1,746
66 Added 0.2%
32,956 $881 Million
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
1,394
Shares Held
496M
Call Options Held
299K
Put Options Held
22.8K
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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