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Schwab Strategic Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) 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
2024-09-30 $231k 8.8k 26.17
2024-06-30 $221k 9.4k 23.57
2024-03-31 $215k 8.9k 24.26

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View all positions for Aptus Capital Advisors

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr