Apollon Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Apollon Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$731K	Buy	25,238 +1,440	+6%	+$40.3K	0.01%	853
2026 Q1	$597K	Sell	23,798 -5,132	-18%	-$135K	0.01%	791
2025 Q4	$759K	Buy	28,930 +289	+1%	+$7.52K	0.01%	678
2025 Q3	$736K	Buy	28,641 +3,911	+16%	+$96.8K	0.01%	691
2025 Q2	$589K	Sell	24,730 -753	-3%	-$16.6K	0.01%	740
2025 Q1	$549K	Sell	25,483 -2,917	-10%	-$66.4K	0.01%	713
2024 Q4	$645K	Buy	28,400 +3,506	+14%	+$80.1K	0.01%	651
2024 Q3	$552K	Buy	24,894 +537	+2%	+$11.5K	0.02%	673
2024 Q2	$510K	Sell	24,357 -144	-0.6%	-$2.92K	0.02%	671
2024 Q1	$499K	Sell	24,501 -198	-0.8%	-$3.83K	0.02%	699
2023 Q4	$458K	Buy	24,699 +7,941	+47%	+$137K	0.02%	685
2023 Q3	$278K	Sell	16,758 -2,535	-13%	-$43.9K	0.01%	723
2023 Q2	$332K	Buy	19,293 +672	+4%	+$11K	0.02%	719
2023 Q1	$297K	Sell	18,621 -13,875	-43%	-$217K	0.02%	679
2022 Q4	$485K	Sell	32,496 -3,144	-9%	-$47.3K	0.03%	526
2022 Q3	$499K	Sell	35,640 -2,169	-6%	-$33.7K	0.04%	442
2022 Q2	$557K	Sell	37,809 -4,353	-10%	-$69.9K	0.05%	399
2022 Q1	$750K	Buy	42,162 +13,068	+45%	+$229K	0.05%	359
2021 Q4	$548K	Buy	29,094 +15,048	+107%	+$277K	0.04%	439
2021 Q3	$243K	Buy	+14,046	New	+$250K	0.03%	392
2021 Q2	–	Sell	-15,150	Closed	-$244K	–	379
2021 Q1	$244K	Buy	+15,150	New	+$239K	0.05%	302
2020 Q3	–	Sell	-8,484	Closed	-$104K	–	586
2020 Q2	$104K	Buy	+8,484	New	+$97.8K	0.06%	168
2019 Q3	–	Sell	-13,650	Closed	-$160K	–	98
2019 Q2	$160K	Sell	13,650 -4,518	-25%	-$52.2K	0.18%	50
2019 Q1	$206K	Sell	18,168 -472,068	-96%	-$5.15M	0.27%	49
2018 Q4	$5.32M	Buy	+490,236	New	+$5.3M	4.9%	12

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Apollon Wealth Management's SCHB Position: Q2 2026 in Review

Apollon Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q2 2026, buying an estimated $40.3K and bringing the position to 25,238 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #853.

Apollon Wealth Management first reported a position in SCHB in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.32M in Q4 2018. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Apollon Wealth Management held 25,238 shares of Schwab US Broad Market ETF worth $731K as of Q2 2026.
Apollon Wealth Management bought 1,440 Schwab US Broad Market ETF shares in Q2 2026, an estimated $40.3K.
Schwab US Broad Market ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #853 holding.
Apollon Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 25 quarters since.
Apollon Wealth Management's Schwab US Broad Market ETF position peaked at $5.32M in Q4 2018.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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