Apollon Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Apollon Financial’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	7,884 +300	+4%	+$9.91K	0.03%	258
2026 Q1	$221K	Hold	7,584	–	–	0.03%	255
2025 Q4	$216K	Buy	+7,584	New	+$214K	0.03%	246
2024 Q1	–	Sell	-8,544	Closed	-$202K	–	151
2023 Q4	$202K	Buy	+8,544	New	+$180K	0.08%	136

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Apollon Financial's SCHA Position: Q2 2026 in Review

Apollon Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4% in Q2 2026, buying an estimated $9.91K and bringing the position to 7,884 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #258.

Apollon Financial first reported a position in SCHA in Q4 2023 and has held it in 4 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Apollon Financial held 7,884 shares of Schwab U.S Small- Cap ETF worth $285K as of Q2 2026.
Apollon Financial bought 300 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.91K.
Schwab U.S Small- Cap ETF made up 0.03% of Apollon Financial's portfolio in Q2 2026, its #258 holding.
Apollon Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 4 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.