Apollon Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Sell |
276,008
-60,128
| -18% | -$1.47M | 0.13% | 143 |
|
|
2025
Q1 | $7.42M | Sell |
336,136
-1,885,565
| -85% | -$41.6M | 0.16% | 126 |
|
|
2024
Q4 | $51.5M | Sell |
2,221,701
-4,383
| -0.2% | -$102K | 1.19% | 10 |
|
|
2024
Q3 | $50.3M | Buy |
2,226,084
+68,889
| +3% | +$1.56M | 1.42% | 9 |
|
|
2024
Q2 | $46.2M | Sell |
2,157,195
-279,180
| -11% | -$5.98M | 1.41% | 9 |
|
|
2024
Q1 | $50.4M | Sell |
2,436,375
-129,174
| -5% | -$2.67M | 1.59% | 9 |
|
|
2023
Q4 | $48.2M | Buy |
2,565,549
+408,000
| +19% | +$7.67M | 1.67% | 8 |
|
|
2023
Q3 | $36.4M | Buy |
2,157,549
+1,875,081
| +664% | +$31.6M | 1.83% | 5 |
|
|
2023
Q2 | $4.93M | Sell |
282,468
-33,519
| -11% | -$585K | 0.24% | 87 |
|
|
2023
Q1 | $5.09M | Sell |
315,987
-18,198
| -5% | -$293K | 0.31% | 68 |
|
|
2022
Q4 | $5.03M | Buy |
334,185
+1,776
| +0.5% | +$26.7K | 0.36% | 55 |
|
|
2022
Q3 | $4.69M | Sell |
332,409
-13,428
| -4% | -$190K | 0.39% | 50 |
|
|
2022
Q2 | $5.15M | Sell |
345,837
-74,325
| -18% | -$1.11M | 0.43% | 42 |
|
|
2022
Q1 | $7.54M | Sell |
420,162
-52,764
| -11% | -$947K | 0.54% | 31 |
|
|
2021
Q4 | $3.09M | Buy |
472,926
+442,278
| +1,443% | +$2.89M | 0.23% | 95 |
|
|
2021
Q3 | $531K | Buy |
30,648
+522
| +2% | +$9.04K | 0.07% | 259 |
|
|
2021
Q2 | $522K | Sell |
30,126
-594
| -2% | -$10.3K | 0.09% | 208 |
|
|
2021
Q1 | $492K | Buy |
30,720
+8,844
| +40% | +$142K | 0.1% | 201 |
|
|
2020
Q4 | $332K | Sell |
21,876
-1,590
| -7% | -$24.1K | 0.09% | 149 |
|
|
2020
Q3 | $315K | Sell |
23,466
-19,344
| -45% | -$260K | 0.14% | 111 |
|
|
2020
Q2 | $529K | Sell |
42,810
-138,990
| -76% | -$1.72M | 0.29% | 52 |
|
|
2020
Q1 | $1.86M | Sell |
181,800
-1,574,154
| -90% | -$16.1M | 1.9% | 13 |
|
|
2019
Q4 | $22.9M | Buy |
1,755,954
+24,816
| +1% | +$324K | 20.24% | 1 |
|
|
2019
Q3 | $20.5M | Buy |
1,731,138
+79,986
| +5% | +$946K | 21.45% | 1 |
|
|
2019
Q2 | $19.3M | Buy |
1,651,152
+111,984
| +7% | +$1.31M | 22.18% | 1 |
|
|
2019
Q1 | $17.3M | Buy |
+1,539,168
| New | +$17.3M | 22.87% | 1 |
|