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SCHKSCHK
19 quarters

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

Aptus Capital Advisors, LLC holds 77,113 shares of SCHK (SCHWAB STRATEGIC TR), worth $2.8M as of 2026-Q2. The position was increased (+0.7% shares). SCHK represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

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%$32.77
0
2025-Q4
Increased
79,895
+6.3%
$2.6M0.0%$33.06
28
2025-Q3
Decreased
75,125
-2.2%
$2.4M0.0%$31.91
0
2025-Q2
Increased
76,840
+1.5%
$2.3M0.0%$29.50
26
2025-Q1
Decreased
75,700
-4.0%
$2M0.0%$26.53
0
2024-Q4
Increased
78,832
+113.7%
$2.2M0.0%$28.08
42
2024-Q3
Decreased
36,891
-1.4%
$1M0.0%$27.12
0
2024-Q2
Increased
37,403
+9.4%
$2M0.0%$25.70
28
2024-Q1
Increased
34,200
+30.8%
$1.7M0.0%$24.80
33
2023-Q4
Increased
26,154
+76.4%
$1.2M0.0%$22.48
38
2023-Q3
Increased
14,830
+22.9%
$612,4790.0%$20.07
30
2023-Q2
Increased
12,070
+41.4%
$516,4750.0%$20.47
32
2023-Q1
Increased
8,535
+12.2%
$337,5590.0%$18.80
26
2022-Q4
Increased
7,610
+90.7%
$281,0370.0%$17.75
37
2022-Q3
Increased
3,990
+806.8%
$138,0000.0%$16.79
36
2022-Q2
Increased
440
+51.7%
$16,0000.0%$17.54
25
2022-Q1
Increased
290
+625.0%
$13,0000.0%$21.20
29
2021-Q4
New
40
-
$2,0000.0%$22.12
15

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

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