Apollon Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1764387
MOUNT PLEASANT, SC
Position in SCHW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,951,107
-$170,180 QoQ
Shares Held
42,042
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0.1950430521859093.ToString("F0")%
Shared 0.ToString("F0")%
None 99.80495694781409.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Apollon Wealth Management, LLC holds $54,600,324 across 16 Capital Markets names. SCHW ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,462 | $27,462,527 | |
| 2 | MS |
Morgan Stanley
|
116,308 | $19,140,807 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
42,042 | $3,951,107 | |
| 4 | IREN |
IREN Ltd
|
26,621 | $912,567 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
35,154 | $648,591 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,216 | $569,368 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,240 | $418,516 | |
| 8 | MC |
Moelis & Co
|
7,256 | $413,592 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,951,107 | 42,042 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,121,287 | 41,250 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,831,306 | 40,131 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,513,104 | 38,504 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,952,643 | 37,719 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,644,673 | 35,734 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,476,908 | 38,218 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,058,208 | 41,501 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,230,342 | 44,655 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,987,571 | 43,424 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,067,534 | 37,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,305,175 | 40,670 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,706,173 | 32,573 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,163,391 | 13,973 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $871,567 | 12,127 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $618,089 | 9,783 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $833,404 | 9,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $690,881 | 8,215 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $446,800 | 6,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $426,375 | 5,856 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $338,675 | 5,196 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $16,802 | 498 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||