Apollon Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.51M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $4.82M | Sell |
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|
2023
Q1 | $6.38M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $204K | Sell |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $6.66M | Buy |
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