Apollon Wealth Management, LLC SCHX Holdings History
Apollon Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 336,136.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $7.42 Mil. This investment constitutes 0.16% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q1. And since then Apollon Wealth Management, LLC has made 12 purchases of SCHX, at an average price of $33.05, for a total of 3.00 Mil shares. In addition, there have been 13 sales at an average price of $28.37 for 2.67 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Apollon Wealth Management, LLC's estimated gain on his SCHX holdings is $-15.22 Mil, reflecting a -15.33% gain to date.
Apollon Wealth Management, LLC SCHX ($24.86) Holding Chart
Apollon Wealth Management, LLC SCHX ($24.86) 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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