Schwab Strategic Tr us aggregate b shares owned by Apollon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Apollon Wealth Management
from 13F filings
Historical chart of Apollon Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Apollon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 17k | 23.47 |
| 2025-06-30 | $387k | 17k | 23.24 |
| 2025-03-31 | $703k | 30k | 23.16 |
| 2024-12-31 | $3.4M | 149k | 22.70 |
| 2024-09-30 | $3.6M | 75k | 47.52 |
| 2024-06-30 | $311k | 6.8k | 45.58 |
| 2024-03-31 | $296k | 6.4k | 46.00 |
| 2023-12-31 | $279k | 6.0k | 46.62 |
| 2023-06-30 | $240k | 5.2k | 46.16 |
| 2023-03-31 | $354k | 7.5k | 46.91 |
| 2022-12-31 | $316k | 6.9k | 45.65 |
| 2022-09-30 | $313k | 6.9k | 45.34 |
| 2022-06-30 | $417k | 8.7k | 47.82 |
| 2022-03-31 | $935k | 19k | 50.55 |
| 2021-12-31 | $885k | 16k | 53.90 |
| 2021-09-30 | $278k | 5.1k | 54.33 |
| 2021-06-30 | $305k | 5.6k | 54.61 |
| 2021-03-31 | $667k | 12k | 53.98 |
| 2020-12-31 | $535k | 9.5k | 56.08 |
| 2020-09-30 | $696k | 12k | 56.08 |
| 2020-06-30 | $718k | 13k | 56.23 |
| 2020-03-31 | $1.4M | 26k | 54.28 |
| 2019-12-31 | $15M | 276k | 53.66 |
| 2019-09-30 | $14M | 262k | 53.85 |
| 2019-06-30 | $14M | 254k | 53.00 |
| 2019-03-31 | $13M | 246k | 51.88 |
| 2018-12-31 | $13M | 249k | 51.16 |
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