Apex Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Apex Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$846K	Sell
2025 Q2	$1.22M	Buy
2025 Q1	$377K	Buy
2024 Q4	$386K	Buy