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Apex Wealth Management, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on SCHG, newest first. How the timeline and the estimate are built.

Apex Wealth Management, LLC held 319,285 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,285 shares
    Change vs previous 13F +159 shares

    6.6% of the 13F portfolio, value $10,804,600.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 319,126 shares
    Change vs previous 13F +138,283 shares

    6.38% of the 13F portfolio, value $9,296,133.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 180,843 shares
    Change vs previous 13F -142,159 shares

    5.94% of the 13F portfolio, value $5,852,071.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 323,002 shares
    Change vs previous 13F -1,837 shares

    7.37% of the 13F portfolio, value $10,306,983.

    13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 324,839 shares
    Change vs previous 13F -128,007 shares

    7.61% of the 13F portfolio, value $9,488,543.

    13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 452,846 shares
    Change vs previous 13F -11,246 shares

    10.2% of the 13F portfolio, value $11,339,267.

    13F-HR 0001951757-25-000478 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 464,092 shares
    Change vs previous 13F not available

    11.16% of the 13F portfolio, value $12,934,248.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).