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

Apex Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Buy
51,093
+33,575
+192% +$800K 0.98% 30
2025
Q1 		$377K Buy
17,518
+509
+3% +$11K 0.34% 36
2024
Q4 		$386K Buy
+17,009
New +$386K 0.33% 38