Apex Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
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 464,092 shares of SCHG stock, worth $13.4 Million. This represents 11.16% of its overall portfolio holdings.
Number of Shares
464,092Holding current value
$13.4 Million% of portfolio
11.16%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,448Shares Held
2.24BCall Options Held
264KPut Options Held
98K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio