Apollon Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Apollon Wealth Management, LLC

  • $3.45 Billion
  • Q3 2024

A detailed history of Apollon Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 8,298 shares of SCHB stock, worth $195,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,298
Previous 8,119 2.2%
Holding current value
$195,832
Previous $510,000 8.04%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$59.93 - $66.52 $10,727 - $11,907
179 Added 2.2%
8,298 $551,000
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $2,763 - $3,038
-48 Reduced 0.59%
8,119 $510,000
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $3,604 - $4,029
-66 Reduced 0.8%
8,167 $498,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $126,023 - $147,993
2,647 Added 47.39%
8,233 $458,000
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $41,903 - $45,266
-845 Reduced 13.14%
5,586 $278,000
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $10,545 - $11,580
224 Added 3.61%
6,431 $332,000
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $205,673 - $227,688
-4,625 Reduced 42.7%
6,207 $297,000
Q4 2022

Feb 15, 2023
SELL
$41.94 - $47.81 $43,953 - $50,104
-1,048 Reduced 8.82%
10,832 $485,000
Q3 2022

Nov 08, 2022
SELL
$41.99 - $50.63 $30,358 - $36,605
-723 Reduced 5.74%
11,880 $499,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $62,291 - $78,324
-1,451 Reduced 10.32%
12,603 $557,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $452,425 - $523,304
9,205 Added 189.83%
14,054 $750,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $130,089 - $142,604
2,508 Added 107.13%
4,849 $548,000
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $120,140 - $128,357
2,341 New
2,341 $243,000
Q2 2021

Aug 12, 2021
SELL
$48.92 - $52.14 $123,523 - $131,653
-2,525 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $113,347 - $123,245
2,525 New
2,525 $244,000
Q3 2020

Nov 03, 2020
SELL
$36.93 - $42.52 $52,219 - $60,123
-1,414 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $40,779 - $54,424
1,414 New
1,414 $104,000
Q3 2019

Nov 14, 2019
SELL
$35.32 - $36.13 $80,353 - $82,195
-2,275 Closed
0 $0
Q2 2019

Aug 14, 2019
SELL
N/A
-753 Reduced 24.87%
2,275 $160,000
Q1 2019

May 15, 2019
SELL
N/A
-78,678 Reduced 96.29%
3,028 $206,000
Q4 2018

Feb 13, 2019
BUY
N/A
81,706 New
81,706 $5.32 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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