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Schwab Strategic Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 205 52.05

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Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Cetera Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Susquehanna International

View all funds holding Schwab Strategic Tr