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SCHB
Showing 8 of 27 quarters

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 $56M as of 2026-Q1. The position was increased (+2.3% shares). SCHB represents 0.4% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$56M

Current Shares

2.2M

Total Value Change

+$55.5M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+2.3%
$56M0.4%$26.25
36
2025-Q4
Increased
2.2M
+1.9%
$57.2M0.4%$26.44
36
2025-Q3
Increased
2.1M
+0.4%
$55.1M0.4%$25.55
35
2025-Q2
Increased
2.1M
+4.2%
$50.8M0.4%$23.57
37
2025-Q1
Increased
2M
+2.8%
$44.1M0.5%$21.25
36
2024-Q4
Increased
2M
+252.9%
$45.2M0.5%$22.51
56
2024-Q3
Increased
564,118
+6850.7%
$12.5M0.2%$21.74
54
2024-Q2
Increased
8,116
+0.1%
$510,2530.0%$20.57
24

Other major holders of SCHB: Wealthfront Advisers LLC

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