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Apollon Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Apollon Financial’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.74M Buy
128,429
+1,252
+1% +$43.1K 0.56% 54
2026
Q1 		$3.94M Buy
127,177
+1,874
+1% +$59.7K 0.54% 54
2025
Q4 		$3.77M Sell
125,303
-3,085
-2% -$92K 0.55% 49
2025
Q3 		$3.81M Hold
128,388
– – 0.63% 43
2025
Q2 		$3.6M Sell
128,388
-3,600
-3% -$95K 0.75% 33
2025
Q1 		$3.46M Sell
131,988
-277
-0.2% -$7.71K 0.81% 30
2024
Q4 		$3.67M Buy
132,265
+4,210
+3% +$120K 0.91% 25
2024
Q3 		$3.55M Sell
128,055
-4,641
-3% -$123K 1.04% 23
2024
Q2 		$3.44M Buy
132,696
+2,334
+2% +$61.1K 1.11% 23
2024
Q1 		$3.54M Sell
130,362
-1,335
-1% -$34.1K 1.22% 22
2023
Q4 		$3.31M Buy
+131,697
New +$3.02M 1.3% 24

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Financial's SCHM Position: Q2 2026 in Review

Apollon Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.98% in Q2 2026, buying an estimated $43.1K and bringing the position to 128,429 shares worth $4.74M. The position accounts for 0.56% of the portfolio, ranked #54.

Apollon Financial first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Apollon Financial held 128,429 shares of Schwab US Mid-Cap ETF worth $4.74M as of Q2 2026.
  • Apollon Financial bought 1,252 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $43.1K.
  • Schwab US Mid-Cap ETF made up 0.56% of Apollon Financial's portfolio in Q2 2026, its #54 holding.
  • Apollon Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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