AF
Apollon Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Sell |
128,388
-3,600
| -3% | -$101K | 0.75% | 33 |
|
2025
Q1 | $3.46M | Sell |
131,988
-277
| -0.2% | -$7.26K | 0.81% | 30 |
|
2024
Q4 | $3.67M | Buy |
132,265
+89,580
| +210% | +$2.48M | 0.91% | 25 |
|
2024
Q3 | $3.55M | Sell |
42,685
-1,547
| -3% | -$129K | 1.04% | 23 |
|
2024
Q2 | $3.44M | Buy |
44,232
+778
| +2% | +$60.6K | 1.11% | 23 |
|
2024
Q1 | $3.54M | Sell |
43,454
-445
| -1% | -$36.2K | 1.22% | 22 |
|
2023
Q4 | $3.31M | Buy |
+43,899
| New | +$3.31M | 1.3% | 24 |
|