Apex Wealth Management, LLC: SCHV position timeline

Apex Wealth Management, LLC held 169,285 SCHV 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 169,285 shares

   Change vs previous 13F +5,389 shares

   3.6% of the 13F portfolio, value $5,892,811.

   13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 163,896 shares

   Change vs previous 13F -3,002 shares

   3.43% of the 13F portfolio, value $4,998,839.

   13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 166,898 shares

   Change vs previous 13F +11,843 shares

   5.25% of the 13F portfolio, value $5,167,158.

   13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 155,055 shares

   Change vs previous 13F +7,650 shares

   3.23% of the 13F portfolio, value $4,513,637.

   13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 147,405 shares

   Change vs previous 13F not available

   3.27% of the 13F portfolio, value $4,078,689.

   13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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