Apollon Wealth Management, LLC SCHG Holdings History
Apollon Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 335,654.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.40 Mil. This investment constitutes 0.18% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q2. And since then Apollon Wealth Management, LLC has made 12 purchases of SCHG, at an average price of $38.65, for a total of 1.14 Mil shares. In addition, there have been 8 sales at an average price of $31.40 for 799,380.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Apollon Wealth Management, LLC's estimated gain on his SCHG holdings is $-8.79 Mil, reflecting a -20.04% gain to date.
Apollon Wealth Management, LLC SCHG ($29.74) Holding Chart
Apollon Wealth Management, LLC SCHG ($29.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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