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Schwab Strategic Tr us dividend eq shares owned by Apex Investment Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Apex Investment Services from 13F filings

Historical chart of Apex Investment Services investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Apex Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Apex Investment Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $793k 30k 26.50
2025-03-31 $744k 27k 27.96
2024-12-31 $547k 20k 27.32
2020-06-30 $230k 4.4k 51.78
2020-03-31 $200k 4.4k 45.02

More positions owned by Apex Investment Services

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)

View all positions for Apex Investment Services

Top funds holding Schwab Strategic Tr us dividend eq

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