Apollon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Apollon Wealth Management, LLC
- $4.22 Billion
- Q4 2024
A detailed history of Apollon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 52,179 shares of SCHM stock, worth $1.4 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
52,179
Previous 16,908
208.61%
Holding current value
$1.4 Million
Previous $1.4 Million
2.92%
% of portfolio
0.03%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio