Schwab U S Broad Market ETF shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 564k | 22.17 |
| 2024-06-30 | $510k | 8.1k | 62.87 |
| 2024-03-31 | $495k | 8.1k | 61.05 |
| 2023-09-30 | $394k | 7.9k | 49.85 |
| 2023-06-30 | $408k | 7.9k | 51.70 |
| 2023-03-31 | $144k | 3.0k | 47.86 |
| 2022-12-31 | $129k | 2.9k | 44.81 |
| 2022-09-30 | $120k | 2.9k | 41.96 |
| 2022-06-30 | $155k | 3.5k | 44.07 |
| 2022-03-31 | $172k | 3.2k | 53.52 |
| 2021-12-31 | $156k | 1.4k | 113.29 |
| 2021-09-30 | $139k | 1.3k | 103.50 |
| 2021-06-30 | $136k | 1.3k | 104.06 |
| 2021-03-31 | $126k | 1.3k | 96.40 |
| 2020-12-31 | $116k | 1.3k | 90.55 |
| 2020-09-30 | $102k | 1.3k | 79.63 |
| 2020-06-30 | $115k | 1.6k | 73.02 |
| 2020-03-31 | $95k | 1.6k | 60.32 |
| 2019-12-31 | $153k | 2.0k | 76.85 |
| 2019-09-30 | $145k | 2.0k | 70.90 |