AWM
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Apollon Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Apollon Wealth Management’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,341
Closed -$465K – 1129
2023
Q4 		$465K Buy
+13,341
New +$434K 0.02% 679

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EWA
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GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Apollon Wealth Management's FNDC Position: Q1 2024 in Review

Apollon Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2024, closing a stake of 13,341 shares — an estimated $465K sold.

Apollon Wealth Management first reported a position in FNDC in Q4 2023 and held it in 1 quarter. The position peaked at $465K in Q4 2023. 220 funds tracked by Wall St. Rank hold FNDC as of Q1 2024.

  • Apollon Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 13,341 Schwab Fundamental International Small Company Index ETF shares in Q1 2024, an estimated $465K.
  • Apollon Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Apollon Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $465K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2024.

Based on Apollon Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.