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Apollon Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Apollon Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$394K Sell
16,966
-611
-3% -$14.3K 0.01% 968
2025
Q4 		$411K Buy
17,577
+552
+3% +$13K 0.01% 912
2025
Q3 		$400K Buy
17,025
+367
+2% +$8.53K 0.01% 918
2025
Q2 		$387K Sell
16,658
-13,705
-45% -$314K 0.01% 905
2025
Q1 		$703K Sell
30,363
-118,351
-80% -$2.71M 0.02% 613
2024
Q4 		$3.38M Sell
148,714
-1,192
-0.8% -$27.5K 0.08% 236
2024
Q3 		$3.56M Buy
149,906
+136,256
+998% +$3.19M 0.1% 181
2024
Q2 		$311K Buy
13,650
+768
+6% +$17.4K 0.01% 850
2024
Q1 		$296K Buy
12,882
+924
+8% +$21.2K 0.01% 869
2023
Q4 		$279K Buy
+11,958
New +$268K 0.01% 867
2023
Q3 		– Sell
-10,398
Closed -$240K – 978
2023
Q2 		$240K Sell
10,398
-4,676
-31% -$109K 0.01% 804
2023
Q1 		$354K Buy
15,074
+1,246
+9% +$29K 0.02% 632
2022
Q4 		$316K Buy
13,828
+22
+0.2% +$501 0.02% 648
2022
Q3 		$313K Sell
13,806
-3,636
-21% -$86.6K 0.03% 581
2022
Q2 		$417K Sell
17,442
-19,552
-53% -$473K 0.03% 473
2022
Q1 		$935K Buy
36,994
+4,154
+13% +$108K 0.07% 302
2021
Q4 		$885K Buy
32,840
+22,606
+221% +$611K 0.07% 310
2021
Q3 		$278K Sell
10,234
-936
-8% -$25.7K 0.04% 367
2021
Q2 		$305K Sell
11,170
-13,542
-55% -$367K 0.05% 279
2021
Q1 		$667K Buy
24,712
+5,632
+30% +$155K 0.13% 169
2020
Q4 		$535K Sell
19,080
-5,740
-23% -$161K 0.15% 117
2020
Q3 		$696K Sell
24,820
-716
-3% -$20.2K 0.31% 74
2020
Q2 		$718K Sell
25,536
-26,526
-51% -$738K 0.4% 40
2020
Q1 		$1.41M Sell
52,062
-498,966
-91% -$13.5M 1.45% 19
2019
Q4 		$14.8M Buy
551,028
+26,358
+5% +$706K 13.05% 2
2019
Q3 		$14.1M Buy
524,670
+16,376
+3% +$438K 14.81% 2
2019
Q2 		$13.5M Buy
508,294
+16,044
+3% +$417K 15.47% 2
2019
Q1 		$12.8M Sell
492,250
-6,208
-1% -$158K 16.84% 2
2018
Q4 		$12.8M Buy
+498,458
New +$12.4M 11.75% 1

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Apollon Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.5% in Q1 2026, selling an estimated $14.3K and leaving 16,966 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #968.

Apollon Wealth Management first reported a position in SCHZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.8M in Q4 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Apollon Wealth Management held 16,966 shares of Schwab US Aggregate Bond ETF worth $394K as of Q1 2026.
  • Apollon Wealth Management sold 611 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $14.3K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #968 holding.
  • Apollon Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Apollon Wealth Management's Schwab US Aggregate Bond ETF position peaked at $14.8M in Q4 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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