Apollon Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.75M	Buy	187,305 +901	+0.5%	+$27.3K	0.09%	193
2025 Q4	$5.11M	Sell	186,404 -4,054	-2%	-$110K	0.09%	199
2025 Q3	$5.2M	Sell	190,458 -11,649	-6%	-$318K	0.09%	196
2025 Q2	$5.36M	Sell	202,107 -6,834	-3%	-$178K	0.11%	170
2025 Q1	$5.84M	Sell	208,941 -9,379	-4%	-$261K	0.13%	148
2024 Q4	$5.96M	Buy	218,320 +7,588	+4%	+$216K	0.14%	131
2024 Q3	$5.94M	Buy	210,732 +51,045	+32%	+$1.39M	0.17%	105
2024 Q2	$4.14M	Sell	159,687 -6,666	-4%	-$174K	0.13%	143
2024 Q1	$4.47M	Buy	166,353 +37,737	+29%	+$975K	0.14%	134
2023 Q4	$3.26M	Sell	128,616 -1,275	-1%	-$30.4K	0.11%	166
2023 Q3	$3.06M	Sell	129,891 -6,966	-5%	-$171K	0.15%	127
2023 Q2	$3.31M	Sell	136,857 -90,789	-40%	-$2.17M	0.16%	129
2023 Q1	$5.55M	Sell	227,646 -12,744	-5%	-$319K	0.34%	60
2022 Q4	$6.05M	Buy	240,390 +95,943	+66%	+$2.37M	0.43%	41
2022 Q3	$3.2M	Sell	144,447 -552	-0.4%	-$13.4K	0.26%	81
2022 Q2	$3.46M	Buy	144,999 +18,348	+14%	+$467K	0.29%	73
2022 Q1	$3.33M	Buy	126,651 +34,779	+38%	+$911K	0.24%	88
2021 Q4	$2.48M	Buy	91,872 +47,487	+107%	+$1.23M	0.18%	128
2021 Q3	$1.1M	Buy	44,385 +1,302	+3%	+$33.1K	0.15%	136
2021 Q2	$1.09M	Sell	43,083 -1,779	-4%	-$44.9K	0.19%	99
2021 Q1	$1.09M	Buy	+44,862	New	+$1.02M	0.21%	93
2020 Q3	–	Sell	-9,381	Closed	-$162K	–	588
2020 Q2	$162K	Buy	+9,381	New	+$158K	0.09%	135
2020 Q1	–	Sell	-16,194	Closed	-$315K	–	77
2019 Q4	$315K	Buy	16,194 +81	+0.5%	+$1.52K	0.28%	49
2019 Q3	$294K	Sell	16,113 -714	-4%	-$12.8K	0.31%	46
2019 Q2	$298K	Sell	16,827 -6,123	-27%	-$108K	0.34%	40
2019 Q1	$400K	Sell	22,950 -369,879	-94%	-$6.22M	0.53%	32
2018 Q4	$6.52M	Buy	+392,829	New	+$6.55M	6.01%	4

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Apollon Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.48% in Q1 2026, buying an estimated $27.3K and bringing the position to 187,305 shares worth $5.75M. The position accounts for 0.09% of the portfolio, ranked #193.

Apollon Wealth Management first reported a position in SCHD in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.52M in Q4 2018. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Apollon Wealth Management held 187,305 shares of Schwab US Dividend Equity ETF worth $5.75M as of Q1 2026.
Apollon Wealth Management bought 901 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $27.3K.
Schwab US Dividend Equity ETF made up 0.09% of Apollon Wealth Management's portfolio in Q1 2026, its #193 holding.
Apollon Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 27 quarters since.
Apollon Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.52M in Q4 2018.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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