Apollon Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Apollon Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45,328	Closed	-$1.1M	–	1456
2025 Q4	$1.1M	Sell	45,328 -31,411	-41%	-$766K	0.02%	539
2025 Q3	$1.87M	Buy	76,739 +6,089	+9%	+$148K	0.03%	394
2025 Q2	$1.72M	Buy	+70,650	New	+$1.72M	0.03%	395
2022 Q1	–	Sell	-9,628	Closed	-$245K	–	822
2021 Q4	$245K	Buy	+9,628	New	+$245K	0.02%	641

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Apollon Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 45,328 shares — an estimated $1.1M sold.

Apollon Wealth Management first reported a position in SCHO in Q4 2021 and held it in 4 quarters. The position peaked at $1.87M in Q3 2025. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Apollon Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Apollon Wealth Management sold 45,328 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.1M.
Apollon Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 4 quarters.
Apollon Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.87M in Q3 2025.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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