Apollon Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Apollon Wealth Management, LLC

  • $3.45 Billion
  • Q3 2024

A detailed history of Apollon Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 27,282 shares of SCHR stock, worth $656,677. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,282
Previous 18,864 44.62%
Holding current value
$656,677
Previous $919,000 50.16%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$48.4 - $50.91 $407,431 - $428,560
8,418 Added 44.62%
27,282 $1.38 Million
Q2 2024

Jul 19, 2024
SELL
$47.85 - $49.0 $45,170 - $46,256
-944 Reduced 4.77%
18,864 $919,000
Q1 2024

May 02, 2024
SELL
$48.64 - $49.88 $216,399 - $221,916
-4,449 Reduced 18.34%
19,808 $971,000
Q4 2023

Feb 06, 2024
SELL
$47.09 - $49.87 $156,715 - $165,967
-3,328 Reduced 12.06%
24,257 $1.21 Million
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $1.32 Million - $1.37 Million
27,585 New
27,585 $1.32 Million

Others Institutions Holding SCHR

# of Institutions
401
Shares Held
182M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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