Apex Wealth Management, LLC's ownership history for SCHB

Apex Wealth Management, LLC currently holds 26.6K shares with a market value of $666.5K. It started holding SCHB on 2024-12-31. At its peak, it held 51.1K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 17.0K shares on 2024-12-31, with a value of $377.2K on 2025-03-31. In the recent 180 days, Apex Wealth Management, LLC has decreased its shares by 6.3K. In the recent year, Apex Wealth Management, LLC has increased its shares by 9.0K.