Apollon Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
38,504
+785
| +2% | +$71.6K | 0.07% | 246 |
|
|
2025
Q1 | $2.95M | Buy |
37,719
+1,985
| +6% | +$155K | 0.07% | 258 |
|
|
2024
Q4 | $2.64M | Sell |
35,734
-2,484
| -6% | -$184K | 0.06% | 286 |
|
|
2024
Q3 | $2.48M | Sell |
38,218
-3,283
| -8% | -$213K | 0.07% | 257 |
|
|
2024
Q2 | $3.06M | Sell |
41,501
-3,154
| -7% | -$232K | 0.09% | 198 |
|
|
2024
Q1 | $3.23M | Buy |
44,655
+1,231
| +3% | +$89.1K | 0.1% | 180 |
|
|
2023
Q4 | $2.99M | Buy |
43,424
+5,764
| +15% | +$397K | 0.1% | 181 |
|
|
2023
Q3 | $2.07M | Sell |
37,660
-3,010
| -7% | -$165K | 0.1% | 183 |
|
|
2023
Q2 | $2.31M | Buy |
40,670
+8,097
| +25% | +$459K | 0.11% | 192 |
|
|
2023
Q1 | $1.71M | Buy |
32,573
+18,600
| +133% | +$974K | 0.1% | 205 |
|
|
2022
Q4 | $1.16M | Buy |
13,973
+1,846
| +15% | +$154K | 0.08% | 261 |
|
|
2022
Q3 | $872K | Buy |
12,127
+2,344
| +24% | +$169K | 0.07% | 293 |
|
|
2022
Q2 | $618K | Sell |
9,783
-102
| -1% | -$6.44K | 0.05% | 382 |
|
|
2022
Q1 | $833K | Buy |
9,885
+1,670
| +20% | +$141K | 0.06% | 331 |
|
|
2021
Q4 | $691K | Buy |
8,215
+2,081
| +34% | +$175K | 0.05% | 387 |
|
|
2021
Q3 | $447K | Buy |
6,134
+278
| +5% | +$20.3K | 0.06% | 293 |
|
|
2021
Q2 | $426K | Buy |
5,856
+660
| +13% | +$48K | 0.08% | 235 |
|
|
2021
Q1 | $339K | Buy |
+5,196
| New | +$339K | 0.07% | 251 |
|
|
2020
Q3 | – | Sell |
-498
| Closed | -$17K | – | 593 |
|
|
2020
Q2 | $17K | Buy |
+498
| New | +$17K | 0.01% | 402 |
|