SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 180,843 Value ($000) $5,852 Avg Close Range
Q3 2025
Shares 323,002 Value ($000) $10,307 Avg Close Range
Q2 2025
Shares 324,839 Value ($000) $9,489 Avg Close Range
Q1 2025
Shares 452,846 Value ($000) $11,339 Avg Close Range
Q4 2024
Shares 464,092 Value ($000) $12,934 Avg Close Range