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

Apollon Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.67M Sell
377,338
-21,634
-5% -$580K 0.16% 131
2025
Q4 		$10.7M Sell
398,972
-17,515
-4% -$468K 0.19% 107
2025
Q3 		$11M Buy
416,487
+140,479
+51% +$3.57M 0.2% 103
2025
Q2 		$6.75M Sell
276,008
-60,128
-18% -$1.36M 0.13% 143
2025
Q1 		$7.42M Sell
336,136
-1,885,565
-85% -$43.9M 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% +$1.5M 1.42% 9
2024
Q2 		$46.2M Sell
2,157,195
-279,180
-11% -$5.77M 1.41% 9
2024
Q1 		$50.4M Sell
2,436,375
-129,174
-5% -$2.54M 1.59% 9
2023
Q4 		$48.2M Buy
2,565,549
+408,000
+19% +$7.17M 1.67% 8
2023
Q3 		$36.4M Buy
2,157,549
+1,875,081
+664% +$32.9M 1.83% 5
2023
Q2 		$4.93M Sell
282,468
-33,519
-11% -$553K 0.24% 87
2023
Q1 		$5.09M Sell
315,987
-18,198
-5% -$286K 0.31% 68
2022
Q4 		$5.03M Buy
334,185
+1,776
+0.5% +$26.9K 0.36% 55
2022
Q3 		$4.69M Sell
332,409
-13,428
-4% -$211K 0.39% 50
2022
Q2 		$5.15M Sell
345,837
-74,325
-18% -$1.2M 0.43% 42
2022
Q1 		$7.54M Sell
420,162
-52,764
-11% -$934K 0.54% 31
2021
Q4 		$3.09M Buy
472,926
+442,278
+1,443% +$8.17M 0.23% 95
2021
Q3 		$531K Buy
30,648
+522
+2% +$9.31K 0.07% 259
2021
Q2 		$522K Sell
30,126
-594
-2% -$10K 0.09% 208
2021
Q1 		$492K Buy
30,720
+8,844
+40% +$139K 0.1% 201
2020
Q4 		$332K Sell
21,876
-1,590
-7% -$22.8K 0.09% 149
2020
Q3 		$315K Sell
23,466
-19,344
-45% -$257K 0.14% 111
2020
Q2 		$529K Sell
42,810
-138,990
-76% -$1.62M 0.29% 52
2020
Q1 		$1.86M Sell
181,800
-1,574,154
-90% -$19.1M 1.9% 13
2019
Q4 		$22.9M Buy
1,755,954
+24,816
+1% +$304K 20.24% 1
2019
Q3 		$20.5M Buy
1,731,138
+79,986
+5% +$943K 21.45% 1
2019
Q2 		$19.3M Buy
1,651,152
+111,984
+7% +$1.29M 22.18% 1
2019
Q1 		$17.3M Buy
+1,539,168
New +$16.7M 22.87% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Apollon Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.4% in Q1 2026, selling an estimated $580K and leaving 377,338 shares worth $9.67M. The position accounts for 0.16% of the portfolio, ranked #131.

Apollon Wealth Management first reported a position in SCHX in Q1 2019 and has held it in 29 quarters since. The position peaked at $51.5M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Apollon Wealth Management held 377,338 shares of Schwab US Large- Cap ETF worth $9.67M as of Q1 2026.
  • Apollon Wealth Management sold 21,634 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $580K.
  • Schwab US Large- Cap ETF made up 0.16% of Apollon Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Apollon Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Apollon Wealth Management's Schwab US Large- Cap ETF position peaked at $51.5M in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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