Skip to content
Disclosery

Apexium Financial, LP: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on SCHD, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 1,520,165 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,520,165 shares
    Change vs previous 13F +63,056 shares

    2.02% of the 13F portfolio, value $41,500,495.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,457,109 shares
    Change vs previous 13F +100,139 shares

    2.05% of the 13F portfolio, value $38,613,400.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,356,970 shares
    Change vs previous 13F +44,413 shares

    2.26% of the 13F portfolio, value $37,940,867.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,312,557 shares
    Change vs previous 13F +914,385 shares

    2.18% of the 13F portfolio, value $35,859,069.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 398,172 shares
    Change vs previous 13F +66,624 shares

    2.22% of the 13F portfolio, value $33,657,472.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 331,548 shares
    Change vs previous 13F +21,638 shares

    1.86% of the 13F portfolio, value $25,986,201.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 309,910 shares
    Change vs previous 13F +22,824 shares

    1.89% of the 13F portfolio, value $24,988,078.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 287,086 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $21,855,839.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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