Position history for Aptus Capital Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Aptus Capital Advisors, LLC holds 2.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $72.6M as of 2026-Q1. The position was increased (+5.8% shares). SCHX represents 0.6% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$72.6M
Current Shares
2.8M
Total Value Change
+$22.6M
Total Shares Change
+2.1M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 2.8M |
+5.8% |
| $72.6M |
| 0.6% |
| $26.83 |
44 |
| 2025-Q4 | 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 |