Apollon Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
111,594
-33,400
| -23% | -$707K | 0.05% | 326 |
|
|
2025
Q1 | $3.12M | Sell |
144,994
-940,772
| -87% | -$20.2M | 0.07% | 252 |
|
|
2024
Q4 | $22.9M | Buy |
1,085,766
+14,188
| +1% | +$299K | 0.53% | 37 |
|
|
2024
Q3 | $24.8M | Buy |
1,071,578
+24,673
| +2% | +$572K | 0.7% | 28 |
|
|
2024
Q2 | $20.9M | Buy |
1,046,905
+96,787
| +10% | +$1.93M | 0.64% | 33 |
|
|
2024
Q1 | $19.3M | Buy |
950,118
+171,980
| +22% | +$3.49M | 0.61% | 34 |
|
|
2023
Q4 | $16.1M | Buy |
778,138
+242,344
| +45% | +$5.02M | 0.56% | 36 |
|
|
2023
Q3 | $9.51M | Buy |
535,794
+56,266
| +12% | +$999K | 0.48% | 44 |
|
|
2023
Q2 | $9.37M | Buy |
479,528
+115,929
| +32% | +$2.26M | 0.45% | 40 |
|
|
2023
Q1 | $7.09M | Buy |
363,599
+130,787
| +56% | +$2.55M | 0.43% | 45 |
|
|
2022
Q4 | $4.49M | Buy |
232,812
+19,322
| +9% | +$373K | 0.32% | 66 |
|
|
2022
Q3 | $3.99M | Buy |
213,490
+15,113
| +8% | +$282K | 0.33% | 59 |
|
|
2022
Q2 | $4.18M | Sell |
198,377
-18,813
| -9% | -$397K | 0.35% | 54 |
|
|
2022
Q1 | $5.41M | Sell |
217,190
-60,660
| -22% | -$1.51M | 0.38% | 51 |
|
|
2021
Q4 | $8.05M | Buy |
277,850
+75,138
| +37% | +$2.18M | 0.6% | 29 |
|
|
2021
Q3 | $4.63M | Buy |
202,712
+10,108
| +5% | +$231K | 0.63% | 32 |
|
|
2021
Q2 | $4.41M | Buy |
192,604
+17,206
| +10% | +$394K | 0.79% | 26 |
|
|
2021
Q1 | $3.6M | Buy |
175,398
+18,642
| +12% | +$383K | 0.7% | 31 |
|
|
2020
Q4 | $2.98M | Buy |
156,756
+39,628
| +34% | +$752K | 0.81% | 28 |
|
|
2020
Q3 | $2.07M | Sell |
117,128
-5,982
| -5% | -$106K | 0.93% | 20 |
|
|
2020
Q2 | $2.17M | Buy |
123,110
+3,528
| +3% | +$62.1K | 1.2% | 16 |
|
|
2020
Q1 | $1.96M | Buy |
119,582
+13,290
| +13% | +$218K | 2.01% | 11 |
|
|
2019
Q4 | $2.45M | Buy |
106,292
+10,196
| +11% | +$235K | 2.16% | 11 |
|
|
2019
Q3 | $2.27M | Buy |
96,096
+8,322
| +9% | +$196K | 2.37% | 9 |
|
|
2019
Q2 | $1.95M | Buy |
87,774
+6,858
| +8% | +$152K | 2.24% | 8 |
|
|
2019
Q1 | $1.8M | Sell |
80,916
-86,976
| -52% | -$1.93M | 2.37% | 7 |
|
|
2018
Q4 | $3.6M | Buy |
+167,892
| New | +$3.6M | 3.32% | 14 |
|