Apollon Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-54,564	Closed	-$1.38M	–	1261
2024 Q3	$1.38M	Buy	54,564 +16,836	+45%	+$421K	0.04%	394
2024 Q2	$920K	Sell	37,728 -1,888	-5%	-$45.7K	0.03%	500
2024 Q1	$972K	Sell	39,616 -8,898	-18%	-$219K	0.03%	484
2023 Q4	$1.21M	Sell	48,514 -6,656	-12%	-$161K	0.04%	393
2023 Q3	$1.32M	Buy	+55,170	New	+$1.34M	0.07%	291

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Apollon Wealth Management's SCHR Position: Q4 2024 in Review

Apollon Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 54,564 shares — an estimated $1.38M sold.

Apollon Wealth Management first reported a position in SCHR in Q3 2023 and held it in 5 quarters. The position peaked at $1.38M in Q3 2024. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Apollon Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 54,564 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $1.38M.
Apollon Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 5 quarters.
Apollon Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.38M in Q3 2024.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.