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Schwab Strategic Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) 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
2025-09-30 $12k 465 25.95
2025-06-30 $12k 465 25.60

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Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jane Street
Breakwater Investment Management
Camarda Wealth Advisory
Flow Traders US
Citadel Advisors
Compass Financial Group
Larson Financial Group
Advisor Group Holdings
Goss Wealth Management
Aptus Capital Advisors
Kiker Wealth Management
Assetmark
MAI Wealth Advisors

View all funds holding Schwab Strategic Tr