SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Apex Wealth Management, LLC's Holding History (CIK: 0002056695)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,956 Value ($000) $881 Avg Close — Range —
Q3 2025
Shares 32,890 Value ($000) $846 Avg Close — Range —
Q2 2025
Shares 51,093 Value ($000) $1,218 Avg Close — Range —
Q1 2025
Shares 17,518 Value ($000) $377 Avg Close — Range —
Q4 2024
Shares 17,009 Value ($000) $386 Avg Close — Range —