Apollon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Apollon Wealth Management, LLC

  • $3.14 Billion
  • Q1 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 17,086 shares of SCHM stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,086
Previous 18,059 5.39%
Holding current value
$1.33 Million
Previous $1.36 Million 2.28%
% of portfolio
0.04%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $70,921 - $79,231
-973 Reduced 5.39%
17,086 $1.39 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $22,872 - $27,569
363 Added 2.05%
18,059 $1.36 Million
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $3.34 Million - $3.71 Million
-50,102 Reduced 73.9%
17,696 $1.2 Million
Q2 2023

Aug 04, 2023
SELL
$65.29 - $71.03 $1.71 Million - $1.86 Million
-26,209 Reduced 27.88%
67,798 $4.82 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $3.41 Million - $3.92 Million
53,017 Added 129.34%
94,007 $6.38 Million
Q4 2022

Feb 15, 2023
SELL
$64.3 - $69.94 $73,430 - $79,871
-1,142 Reduced 2.71%
40,990 $2.69 Million
Q3 2022

Nov 08, 2022
BUY
N/A
584 Added 1.41%
42,132 $2.55 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,255 Added 3.11%
41,548 $2.61 Million
Q1 2022

May 16, 2022
BUY
N/A
17,578 Added 77.38%
40,293 $3.06 Million
Q4 2021

Feb 14, 2022
BUY
N/A
14,042 Added 161.9%
22,715 $1.62 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-420 Reduced 4.62%
8,673 $665,000
Q2 2021

Aug 12, 2021
BUY
N/A
918 Added 11.23%
9,093 $712,000
Q1 2021

May 17, 2021
BUY
N/A
4,136 Added 102.4%
8,175 $608,000
Q4 2020

Jan 29, 2021
BUY
N/A
4,039 New
4,039 $275,000
Q3 2020

Nov 03, 2020
SELL
N/A
-1,602 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
N/A
1,602 New
1,602 $84,000
Q1 2020

May 08, 2020
SELL
N/A
-3,619 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
N/A
2 Added 0.06%
3,619 $220,000
Q3 2019

Nov 14, 2019
SELL
N/A
-943 Reduced 20.68%
3,617 $204,000
Q2 2019

Aug 14, 2019
SELL
N/A
-655 Reduced 12.56%
4,560 $260,000
Q1 2019

May 15, 2019
SELL
N/A
-119,882 Reduced 95.83%
5,215 $289,000
Q4 2018

Feb 13, 2019
BUY
N/A
125,097 New
125,097 $6.66 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email