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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
Q2 		$2.14M Sell
90,471
-4,225
-4% -$98.5K 0.03% 470
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

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Apollon Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 4.5% in Q2 2026, selling an estimated $98.5K and leaving 90,471 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #470.

Apollon Wealth Management first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.8M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Apollon Wealth Management held 90,471 shares of Schwab US REIT ETF worth $2.14M as of Q2 2026.
  • Apollon Wealth Management sold 4,225 Schwab US REIT ETF shares in Q2 2026, an estimated $98.5K.
  • Schwab US REIT ETF made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Apollon Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Apollon Wealth Management's Schwab US REIT ETF position peaked at $24.8M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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