Charles Schwab Corporation shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.1M | 96k | 93.98 |
| 2025-12-31 | $1.6M | 16k | 99.91 |
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.2M | 15k | 78.28 |
| 2024-12-31 | $973k | 13k | 74.01 |
| 2024-09-30 | $695k | 11k | 64.81 |
| 2024-06-30 | $655k | 8.9k | 73.69 |
| 2024-03-31 | $2.1M | 30k | 72.34 |
| 2023-09-30 | $2.1M | 39k | 54.90 |
| 2023-06-30 | $733k | 13k | 56.68 |
| 2023-03-31 | $905k | 17k | 52.38 |
| 2022-12-31 | $11M | 132k | 83.26 |
| 2022-09-30 | $8.5M | 118k | 71.87 |
| 2022-06-30 | $4.9M | 78k | 63.18 |
| 2022-03-31 | $6.9M | 82k | 84.32 |
| 2021-12-31 | $8.6M | 102k | 84.10 |
| 2021-09-30 | $3.5M | 49k | 72.86 |
| 2021-06-30 | $2.5M | 34k | 72.82 |
| 2021-03-31 | $1.5M | 23k | 65.18 |