Apex Wealth Management, LLC SCHG Holdings History
Apex Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 452,846.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.34 Mil. This investment constitutes 10.2% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.39 for 11,246.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Apex Wealth Management, LLC's estimated gain on his SCHG holdings is $1.07 Mil, reflecting a 8.45% gain to date.
Apex Wealth Management, LLC SCHG ($29.74) Holding Chart
Apex Wealth Management, LLC SCHG ($29.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
