Schwab Charles Family shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Schwab Charles Family
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Quarterly reported holdings in Schwab Charles Family by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 3.0M | 1.00 |
| 2024-06-30 | $3.0M | 3.0M | 1.00 |
| 2024-03-31 | $195k | 195k | 1.00 |
| 2023-09-30 | $130k | 130k | 1.00 |
| 2023-06-30 | $85k | 85k | 1.00 |
| 2023-03-31 | $2.6M | 2.6M | 1.00 |