Aptus Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 254,364 shares of SCHD stock, worth $19.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
254,364
Previous 6,218 3990.77%
Holding current value
$19.6 Million
Previous $473,000 4235.94%
% of portfolio
0.41%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $18.7 Million - $20 Million
248,146 Added 3990.77%
254,364 $20.5 Million
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $137,546 - $156,913
2,056 Added 49.4%
6,218 $473,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $1,483 - $1,588
21 Added 0.51%
4,162 $294,000
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $114,077 - $121,927
1,649 Added 66.17%
4,141 $300,000
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $79,978 - $88,798
1,138 Added 84.05%
2,492 $182,000
Q4 2022

Feb 13, 2023
BUY
$73.08 - $79.06 $5,627 - $6,087
77 Added 6.03%
1,354 $102,000
Q3 2022

Nov 02, 2022
SELL
N/A
-204 Reduced 13.77%
1,277 $85,000
Q2 2022

Jul 29, 2022
BUY
N/A
151 Added 11.35%
1,481 $106,000
Q1 2022

May 04, 2022
BUY
N/A
110 Added 9.02%
1,330 $105,000
Q4 2021

Feb 02, 2022
BUY
N/A
140 Added 12.96%
1,220 $98,000
Q3 2021

Oct 27, 2021
BUY
N/A
720 Added 200.0%
1,080 $80,000
Q2 2021

Jul 27, 2021
BUY
N/A
25 Added 7.46%
360 $27,000
Q1 2021

May 06, 2021
SELL
N/A
-9 Reduced 2.62%
335 $24,000
Q4 2020

Feb 10, 2021
BUY
N/A
1 Added 0.29%
344 $22,000
Q4 2019

Feb 10, 2020
SELL
N/A
-335 Reduced 49.41%
343 $19,000
Q3 2019

Nov 12, 2019
BUY
N/A
678 New
678 $37,000

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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