AWM
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Apollon Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Apollon Wealth Management’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
Q1 		$5.22M Buy
179,482
+2,211
+1% +$66.3K 0.08% 213
2025
Q4 		$5.05M Buy
177,271
+5,458
+3% +$154K 0.09% 201
2025
Q3 		$4.79M Buy
171,813
+45,665
+36% +$1.22M 0.09% 206
2025
Q2 		$3.19M Buy
126,148
+3,433
+3% +$81.2K 0.06% 260
2025
Q1 		$2.88M Sell
122,715
-2,663
-2% -$67.9K 0.06% 261
2024
Q4 		$3.24M Buy
125,378
+15,290
+14% +$407K 0.07% 245
2024
Q3 		$2.83M Sell
110,088
-71,462
-39% -$1.77M 0.08% 232
2024
Q2 		$4.31M Sell
181,550
-286
-0.2% -$6.78K 0.13% 140
2024
Q1 		$4.48M Buy
181,836
+14
+0% +$328 0.14% 133
2023
Q4 		$4.29M Buy
181,822
+77,730
+75% +$1.64M 0.15% 134
2023
Q3 		$2.16M Sell
104,092
-12,652
-11% -$278K 0.11% 175
2023
Q2 		$2.56M Sell
116,744
-4,160
-3% -$86.7K 0.12% 178
2023
Q1 		$2.53M Sell
120,904
-2,082
-2% -$44.7K 0.16% 138
2022
Q4 		$2.49M Buy
122,986
+21,026
+21% +$431K 0.18% 126
2022
Q3 		$1.93M Buy
101,960
+3,952
+4% +$82.7K 0.16% 138
2022
Q2 		$1.91M Buy
98,008
+2,564
+3% +$54.8K 0.16% 140
2022
Q1 		$2.26M Buy
95,444
+16,484
+21% +$389K 0.16% 141
2021
Q4 		$2.01M Buy
78,960
+63,320
+405% +$1.64M 0.15% 155
2021
Q3 		$391K Sell
15,640
-684
-4% -$17.4K 0.05% 303
2021
Q2 		$425K Buy
16,324
+1,416
+9% +$36.2K 0.08% 236
2021
Q1 		$371K Buy
14,908
+5,412
+57% +$133K 0.07% 238
2020
Q4 		$211K Buy
+9,496
New +$189K 0.06% 178
2020
Q3 		– Sell
-6,884
Closed -$112K – 585
2020
Q2 		$112K Sell
6,884
-26,964
-80% -$404K 0.06% 163
2020
Q1 		$436K Sell
33,848
-524,472
-94% -$8.91M 0.45% 37
2019
Q4 		$10.6M Buy
558,320
+23,512
+4% +$425K 9.34% 3
2019
Q3 		$9.32M Buy
534,808
+31,080
+6% +$549K 9.77% 3
2019
Q2 		$9M Buy
503,728
+35,136
+7% +$621K 10.34% 3
2019
Q1 		$8.19M Buy
468,592
+84,648
+22% +$1.45M 10.8% 3
2018
Q4 		$6.52M Buy
+383,944
New +$6.49M 6.01% 3

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Apollon Wealth Management's SCHA Position: Q1 2026 in Review

Apollon Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, buying an estimated $66.3K and bringing the position to 179,482 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #213.

Apollon Wealth Management first reported a position in SCHA in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.6M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Apollon Wealth Management held 179,482 shares of Schwab U.S Small- Cap ETF worth $5.22M as of Q1 2026.
  • Apollon Wealth Management bought 2,211 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $66.3K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Apollon Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Apollon Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • Apollon Wealth Management's Schwab U.S Small- Cap ETF position peaked at $10.6M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.