Apollon Wealth Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1764387
MOUNT PLEASANT, SC
All Filings in FNDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,778 | 81,681 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,503,141 | 77,186 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,914,264 | 60,751 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,030,385 | 65,160 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,633,164 | 91,908 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,469,975 | 90,178 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,030,320 | 102,031 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,098,948 | 35,235 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,131,884 | 38,818 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,251,487 | 39,479 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,998,743 | 36,111 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,467,404 | 30,262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,663,286 | 32,969 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,279,436 | 26,288 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,223,409 | 26,186 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,402,352 | 32,981 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,732,170 | 38,280 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,416,529 | 26,497 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,020,499 | 18,351 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $943,340 | 17,907 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,196,906 | 22,006 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $955,954 | 18,870 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $913,895 | 21,293 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||