Position history for Aptus Capital Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Aptus Capital Advisors, LLC holds 2.7M shares of SCHX (SCHWAB STRATEGIC TR), worth $72M as of 2025-Q4. The position was increased (++4.1% shares). SCHX represents 0.5% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$72M
Current Shares
2.7M
Total Value Change
+$22M
Total Shares Change
+1.9M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 2.7M |
+4.1% |
| $72M |
| 0.5% |
| $27.12 |
44 |
| 2025-Q3 | Increased | 2.6M | +0.7% | $67.7M | 0.5% | $26.19 | 35 |
| 2025-Q2 | Increased | 2.6M | +3.9% | $62.4M | 0.5% | $24.19 | 43 |
| 2025-Q1 | Increased | 2.5M | +2.5% | $54.2M | 0.6% | $21.77 | 42 |
| 2024-Q4 | Increased | 2.4M | +200.1% | $55.5M | 0.6% | $23.00 | 67 |
| 2024-Q3 | Increased | 798,144 | +2.5% | $18.1M | 0.3% | $22.20 | 35 |
| 2024-Q2 | Increased | 778,733 | +4.8% | $50M | 0.9% | $21.03 | 43 |