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Apollon Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Apollon Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Sell
12,493
-967
-7% -$25.8K 0.01% 1057
2025
Q4 		$357K Sell
13,460
-15
-0.1% -$402 0.01% 983
2025
Q3 		$363K Hold
13,475
– – 0.01% 967
2025
Q2 		$360K Sell
13,475
-4,889
-27% -$129K 0.01% 939
2025
Q1 		$494K Sell
18,364
-1,347
-7% -$35.4K 0.01% 752
2024
Q4 		$509K Sell
19,711
-8,455
-30% -$222K 0.01% 751
2024
Q3 		$755K Sell
28,166
-3,630
-11% -$95.9K 0.02% 572
2024
Q2 		$827K Buy
31,796
+6,280
+25% +$162K 0.03% 525
2024
Q1 		$665K Buy
25,516
+4,870
+24% +$126K 0.02% 597
2023
Q4 		$539K Buy
20,646
+4,376
+27% +$111K 0.02% 628
2023
Q3 		$411K Sell
16,270
-3,312
-17% -$85.4K 0.02% 599
2023
Q2 		$513K Sell
19,582
-950
-5% -$25.2K 0.02% 582
2023
Q1 		$550K Sell
20,532
-886
-4% -$23.3K 0.03% 508
2022
Q4 		$555K Sell
21,418
-284
-1% -$7.43K 0.04% 476
2022
Q3 		$562K Sell
21,702
-670
-3% -$18.6K 0.05% 412
2022
Q2 		$624K Sell
22,372
-2,096
-9% -$60.8K 0.05% 379
2022
Q1 		$743K Sell
24,468
-56,390
-70% -$1.73M 0.05% 360
2021
Q4 		$4.57M Buy
+80,858
New +$2.55M 0.34% 62
2021
Q2 		– Sell
-14,508
Closed -$444K – 381
2021
Q1 		$444K Buy
14,508
+3,218
+29% +$99.1K 0.09% 217
2020
Q4 		$350K Sell
11,290
-1,334
-11% -$41K 0.09% 147
2020
Q3 		$389K Buy
12,624
+114
+0.9% +$3.49K 0.17% 95
2020
Q2 		$375K Sell
12,510
-88,860
-88% -$2.63M 0.21% 66
2020
Q1 		$2.92M Buy
101,370
+28,844
+40% +$826K 2.99% 6
2019
Q4 		$2.06M Buy
72,526
+5,946
+9% +$169K 1.82% 13
2019
Q3 		$1.89M Buy
66,580
+8,282
+14% +$235K 1.98% 12
2019
Q2 		$1.64M Buy
58,298
+8,872
+18% +$246K 1.88% 11
2019
Q1 		$1.36M Buy
+49,426
New +$1.33M 1.79% 12

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Apollon Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 7.2% in Q1 2026, selling an estimated $25.8K and leaving 12,493 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1057.

Apollon Wealth Management first reported a position in SCHP in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.57M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Apollon Wealth Management held 12,493 shares of Schwab US TIPS ETF worth $332K as of Q1 2026.
  • Apollon Wealth Management sold 967 Schwab US TIPS ETF shares in Q1 2026, an estimated $25.8K.
  • Schwab US TIPS ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1057 holding.
  • Apollon Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 27 quarters since.
  • Apollon Wealth Management's Schwab US TIPS ETF position peaked at $4.57M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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