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Apollon Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Apollon Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61M Sell
116,449
-1,707
-1% -$54.4K 0.06% 262
2025
Q4 		$3.55M Sell
118,156
-171
-0.1% -$5.1K 0.06% 257
2025
Q3 		$3.51M Buy
118,327
+61,539
+108% +$1.79M 0.06% 259
2025
Q2 		$1.59M Buy
56,788
+4,801
+9% +$127K 0.03% 416
2025
Q1 		$1.36M Sell
51,987
-192
-0.4% -$5.35K 0.03% 420
2024
Q4 		$1.45M Buy
52,179
+1,455
+3% +$41.5K 0.03% 411
2024
Q3 		$1.4M Sell
50,724
-639,162
-93% -$17M 0.04% 389
2024
Q2 		$17.9M Buy
689,886
+638,628
+1,246% +$16.7M 0.55% 39
2024
Q1 		$1.39M Sell
51,258
-2,919
-5% -$74.5K 0.04% 372
2023
Q4 		$1.36M Buy
54,177
+1,089
+2% +$25K 0.05% 353
2023
Q3 		$1.2M Sell
53,088
-150,306
-74% -$3.56M 0.06% 314
2023
Q2 		$4.82M Sell
203,394
-78,627
-28% -$1.77M 0.23% 90
2023
Q1 		$6.38M Buy
282,021
+159,051
+129% +$3.66M 0.39% 49
2022
Q4 		$2.69M Sell
122,970
-3,426
-3% -$75.1K 0.19% 117
2022
Q3 		$2.55M Buy
126,396
+1,752
+1% +$39.1K 0.21% 102
2022
Q2 		$2.61M Buy
124,644
+3,765
+3% +$86.9K 0.22% 99
2022
Q1 		$3.06M Buy
120,879
+52,734
+77% +$1.32M 0.22% 98
2021
Q4 		$1.62M Buy
68,145
+42,126
+162% +$1.12M 0.12% 187
2021
Q3 		$665K Sell
26,019
-1,260
-5% -$32.9K 0.09% 212
2021
Q2 		$712K Buy
27,279
+2,754
+11% +$71.1K 0.13% 161
2021
Q1 		$608K Buy
24,525
+12,408
+102% +$301K 0.12% 176
2020
Q4 		$275K Buy
+12,117
New +$253K 0.07% 164
2020
Q3 		– Sell
-4,806
Closed -$84K – 592
2020
Q2 		$84K Buy
+4,806
New +$78.3K 0.05% 192
2020
Q1 		– Sell
-10,857
Closed -$220K – 79
2019
Q4 		$220K Buy
10,857
+6
+0.1% +$116 0.19% 64
2019
Q3 		$204K Sell
10,851
-2,829
-21% -$53.4K 0.21% 60
2019
Q2 		$260K Sell
13,680
-1,965
-13% -$36.8K 0.3% 42
2019
Q1 		$289K Sell
15,645
-359,646
-96% -$6.43M 0.38% 42
2018
Q4 		$6.66M Buy
+375,291
New +$6.56M 6.14% 2

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Wealth Management's SCHM Position: Q1 2026 in Review

Apollon Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q1 2026, selling an estimated $54.4K and leaving 116,449 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #262.

Apollon Wealth Management first reported a position in SCHM in Q4 2018 and has held it in 28 quarters since. The position peaked at $17.9M in Q2 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Apollon Wealth Management held 116,449 shares of Schwab US Mid-Cap ETF worth $3.61M as of Q1 2026.
  • Apollon Wealth Management sold 1,707 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $54.4K.
  • Schwab US Mid-Cap ETF made up 0.06% of Apollon Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Apollon Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Apollon Wealth Management's Schwab US Mid-Cap ETF position peaked at $17.9M in Q2 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.