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SCHKSCHK
19 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Aptus Capital Advisors holds 77,113 shares of SCHK, worth $2.8M, as of its Q2 2026 13F filing. It increased the position by 523 shares (+0.7%) from Q1 2026. Aptus Capital Advisors has held SCHK since Q4 2021, across 19 quarterly 13F filings.

Current Value

$2.8M

Current Shares

77,113

Total Value Change

+$2.8M

Total Shares Change

+77,073

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
77,113
+0.7%
$2.8M0.0%$36.06
26
2026-Q1
Decreased
76,590
-4.1%
$2.4M0.0%$31.25
0
2025-Q4
Increased
79,895
+6.3%
$2.6M0.0%$32.62
28
2025-Q3
Decreased
75,125
-2.2%
$2.4M0.0%$31.85
0
2025-Q2
Increased
76,840
+1.5%
$2.3M0.0%$29.48
26
2025-Q1
Decreased
75,700
-4.0%
$2M0.0%$26.54
0
2024-Q4
Increased
78,832
+113.7%
$2.2M0.0%$27.83
42
2024-Q3
Decreased
36,891
-1.4%
$1M0.0%$27.08
0
2024-Q2
Increased
37,403
+9.4%
$2M0.0%$25.56
28
2024-Q1
Increased
34,200
+30.8%
$1.7M0.0%$24.67
33
2023-Q4
Increased
26,154
+76.4%
$1.2M0.0%$22.35
38
2023-Q3
Increased
14,830
+22.9%
$612,4790.0%$19.96
30
2023-Q2
Increased
12,070
+41.4%
$516,4750.0%$20.61
32
2023-Q1
Increased
8,535
+12.2%
$337,5590.0%$18.98
26
2022-Q4
Increased
7,610
+90.7%
$281,0370.0%$17.65
37
2022-Q3
Increased
3,990
+806.8%
$138,0000.0%$16.47
36
2022-Q2
Increased
440
+51.7%
$16,0000.0%$17.28
25
2022-Q1
Increased
290
+625.0%
$13,0000.0%$20.79
29
2021-Q4
New
40
-
$2,0000.0%$21.93
15

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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