AWM
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Apollon Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Apollon Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,384
Closed -$67K – 591
2020
Q2 		$67K Buy
+4,384
New +$62.8K 0.04% 211
2020
Q1 		– Sell
-167,076
Closed -$2.69M – 78
2019
Q4 		$2.69M Buy
167,076
+13,706
+9% +$207K 2.37% 8
2019
Q3 		$2.24M Buy
153,370
+11,966
+8% +$174K 2.34% 10
2019
Q2 		$2.04M Buy
141,404
+10,904
+8% +$155K 2.34% 6
2019
Q1 		$1.82M Buy
+130,500
New +$1.75M 2.39% 6

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Apollon Wealth Management's SCHK Position: Q3 2020 in Review

Apollon Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2020, closing a stake of 4,384 shares — an estimated $67K sold.

Apollon Wealth Management first reported a position in SCHK in Q1 2019 and held it in 5 quarters. The position peaked at $2.69M in Q4 2019. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2020.

  • Apollon Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 4,384 Schwab 1000 Index ETF shares in Q3 2020, an estimated $67K.
  • Apollon Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2019 and held it in 5 quarters.
  • Apollon Wealth Management's Schwab 1000 Index ETF position peaked at $2.69M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.