AWM
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Apex Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Apex Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133,786
Closed -$2.95M – 61
2025
Q1 		$2.95M Sell
133,786
-12,116
-8% -$268K 2.66% 13
2024
Q4 		$3.38M Buy
+145,902
New +$3.38M 2.92% 11