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SCHXSCHX
Showing 8 of 30 quarters

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

Yes. Aptus Capital Advisors holds 2,915,059 shares of SCHX, worth $85.8M, as of its Q2 2026 13F filing. It increased the position by 83,115 shares (+2.9%) from Q1 2026. Aptus Capital Advisors has held SCHX in every 13F on record since Q1 2019, 30 quarterly filings. SCHX is 0.6% of Aptus Capital Advisors' reported 13F portfolio.

Current Value

$85.8M

Current Shares

2.9M

Total Value Change

+$67.7M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+2.9%
$85.8M0.6%$29.43
43
2026-Q1
Increased
2.8M
+5.8%
$72.6M0.6%$25.57
44
2025-Q4
Increased
2.7M
+4.1%
$72M0.5%$26.76
44
2025-Q3
Increased
2.6M
+0.7%
$67.7M0.5%$26.12
35
2025-Q2
Increased
2.6M
+3.9%
$62.4M0.5%$24.17
43
2025-Q1
Increased
2.5M
+2.5%
$54.2M0.6%$21.77
42
2024-Q4
Increased
2.4M
+200.1%
$55.5M0.6%$22.79
67
2024-Q3
Increased
798,144
+2.5%
$18.1M0.3%$22.16
35

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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