AWM
SCHV

Apollon Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Apollon Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Sell
57,957
-2,619
-4% -$81.6K 0.03% 426
2025
Q4 		$1.79M Sell
60,576
-1,034
-2% -$30.2K 0.03% 392
2025
Q3 		$1.79M Buy
61,610
+7,005
+13% +$199K 0.03% 407
2025
Q2 		$1.51M Sell
54,605
-3,907
-7% -$103K 0.03% 424
2025
Q1 		$1.56M Sell
58,512
-3,173
-5% -$85.2K 0.03% 387
2024
Q4 		$1.61M Buy
61,685
+14,657
+31% +$396K 0.04% 387
2024
Q3 		$1.26M Sell
47,028
-192
-0.4% -$4.93K 0.04% 412
2024
Q2 		$1.17M Sell
47,220
-761,742
-94% -$18.8M 0.04% 423
2024
Q1 		$20.5M Sell
808,962
-42,243
-5% -$1.01M 0.65% 31
2023
Q4 		$19.9M Buy
851,205
+374,292
+78% +$8.18M 0.69% 28
2023
Q3 		$10.2M Buy
476,913
+433,845
+1,007% +$9.74M 0.51% 40
2023
Q2 		$963K Buy
43,068
+129
+0.3% +$2.82K 0.05% 394
2023
Q1 		$939K Sell
42,939
-696
-2% -$15.5K 0.06% 346
2022
Q4 		$960K Buy
43,635
+2,463
+6% +$53.3K 0.07% 311
2022
Q3 		$803K Sell
41,172
-180
-0.4% -$3.88K 0.07% 318
2022
Q2 		$860K Sell
41,352
-9,054
-18% -$203K 0.07% 301
2022
Q1 		$1.2M Buy
50,406
+8,964
+22% +$212K 0.09% 246
2021
Q4 		$1.01M Buy
41,442
+1,677
+4% +$39.7K 0.08% 272
2021
Q3 		$894K Buy
39,765
+2,457
+7% +$56.8K 0.12% 158
2021
Q2 		$850K Sell
37,308
-1,530
-4% -$34.7K 0.15% 127
2021
Q1 		$845K Buy
38,838
+9,387
+32% +$196K 0.16% 124
2020
Q4 		$584K Buy
+29,451
New +$551K 0.16% 110

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Apollon Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.3% in Q1 2026, selling an estimated $81.6K and leaving 57,957 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #426.

Apollon Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.5M in Q1 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Apollon Wealth Management held 57,957 shares of Schwab US Large-Cap Value ETF worth $1.77M as of Q1 2026.
  • Apollon Wealth Management sold 2,619 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $81.6K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #426 holding.
  • Apollon Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Schwab US Large-Cap Value ETF position peaked at $20.5M in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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