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Disclosery

Apexium Financial, LP: SCHG position timeline

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

Apexium Financial, LP held 845,631 SCHG 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 845,631 shares
    Change vs previous 13F +45,766 shares

    1.31% of the 13F portfolio, value $26,984,075.

    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 799,865 shares
    Change vs previous 13F +99,670 shares

    1.24% of the 13F portfolio, value $23,364,053.

    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 700,195 shares
    Change vs previous 13F +34,233 shares

    1.05% of the 13F portfolio, value $17,532,875.

    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 665,962 shares
    Change vs previous 13F +510,094 shares

    1.13% of the 13F portfolio, value $18,560,357.

    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 155,868 shares
    Change vs previous 13F +7,497 shares

    1.07% of the 13F portfolio, value $16,238,367.

    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 148,371 shares
    Change vs previous 13F +6,342 shares

    1.07% of the 13F portfolio, value $14,967,304.

    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 142,029 shares
    Change vs previous 13F +3,251 shares

    1% of the 13F portfolio, value $13,168,972.

    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 138,778 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $11,513,000.

    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).