Position history for Aptus Capital Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Aptus Capital Advisors, LLC holds 2.2M shares of SCHB (SCHWAB STRATEGIC TR), worth $57.2M as of 2025-Q4. The position was increased (++1.9% shares). SCHB represents 0.4% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$57.2M
Current Shares
2.2M
Total Value Change
+$56.7M
Total Shares Change
+2.2M
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
Increased |
| 2.2M |
+1.9% |
| $57.2M |
| 0.4% |
| $26.44 |
36 |
| 2025-Q3 | Increased | 2.1M | +0.4% | $55.1M | 0.4% | $25.55 | 35 |
| 2025-Q2 | Increased | 2.1M | +4.2% | $50.8M | 0.4% | $23.57 | 37 |
| 2025-Q1 | Increased | 2M | +2.8% | $44.1M | 0.5% | $21.25 | 36 |
| 2024-Q4 | Increased | 2M | +252.9% | $45.2M | 0.5% | $22.51 | 56 |
| 2024-Q3 | Increased | 564,118 | +6850.7% | $12.5M | 0.2% | $21.74 | 54 |
| 2024-Q2 | Increased | 8,116 | +0.1% | $510,253 | 0.0% | $20.57 | 24 |