Apollon Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	94,696 -5,267	-5%	-$115K	0.03%	385
2025 Q4	$2.09M	Sell	99,963 -3,504	-3%	-$74.3K	0.04%	366
2025 Q3	$2.23M	Sell	103,467 -8,127	-7%	-$173K	0.04%	361
2025 Q2	$2.36M	Sell	111,594 -33,400	-23%	-$700K	0.05%	326
2025 Q1	$3.12M	Sell	144,994 -940,772	-87%	-$20.1M	0.07%	252
2024 Q4	$22.9M	Buy	1,085,766 +14,188	+1%	+$317K	0.53%	37
2024 Q3	$24.8M	Buy	1,071,578 +24,673	+2%	+$540K	0.7%	28
2024 Q2	$20.9M	Buy	1,046,905 +96,787	+10%	+$1.89M	0.64%	33
2024 Q1	$19.3M	Buy	950,118 +171,980	+22%	+$3.45M	0.61%	34
2023 Q4	$16.1M	Buy	778,138 +242,344	+45%	+$4.5M	0.56%	36
2023 Q3	$9.51M	Buy	535,794 +56,266	+12%	+$1.08M	0.48%	44
2023 Q2	$9.37M	Buy	479,528 +115,929	+32%	+$2.22M	0.45%	40
2023 Q1	$7.09M	Buy	363,599 +130,787	+56%	+$2.62M	0.43%	45
2022 Q4	$4.49M	Buy	232,812 +19,322	+9%	+$372K	0.32%	66
2022 Q3	$3.99M	Buy	213,490 +15,113	+8%	+$327K	0.33%	59
2022 Q2	$4.18M	Sell	198,377 -18,813	-9%	-$433K	0.35%	54
2022 Q1	$5.41M	Sell	217,190 -60,660	-22%	-$1.46M	0.38%	51
2021 Q4	$8.05M	Buy	277,850 +75,138	+37%	+$1.85M	0.6%	29
2021 Q3	$4.63M	Buy	202,712 +10,108	+5%	+$241K	0.63%	32
2021 Q2	$4.41M	Buy	192,604 +17,206	+10%	+$383K	0.79%	26
2021 Q1	$3.6M	Buy	175,398 +18,642	+12%	+$365K	0.7%	31
2020 Q4	$2.98M	Buy	156,756 +39,628	+34%	+$733K	0.81%	28
2020 Q3	$2.07M	Sell	117,128 -5,982	-5%	-$108K	0.93%	20
2020 Q2	$2.17M	Buy	123,110 +3,528	+3%	+$61.3K	1.2%	16
2020 Q1	$1.96M	Buy	119,582 +13,290	+13%	+$284K	2.01%	11
2019 Q4	$2.45M	Buy	106,292 +10,196	+11%	+$238K	2.16%	11
2019 Q3	$2.27M	Buy	96,096 +8,322	+9%	+$191K	2.37%	9
2019 Q2	$1.95M	Buy	87,774 +6,858	+8%	+$153K	2.24%	8
2019 Q1	$1.8M	Sell	80,916 -86,976	-52%	-$1.85M	2.37%	7
2018 Q4	$3.6M	Buy	+167,892	New	+$3.43M	3.32%	14