Aptus Capital Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 37,435 shares of SCHG stock, worth $3.91 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
37,435
Previous 4,715 693.96%
Holding current value
$3.91 Million
Previous $391,000 787.47%
% of portfolio
0.07%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$80.6 - $93.32 $2.64 Million - $3.05 Million
32,720 Added 693.96%
37,435 $3.47 Million
Q4 2023

Feb 13, 2024
SELL
$70.08 - $83.37 $3,854 - $4,585
-55 Reduced 1.15%
4,715 $391,000
Q3 2023

Nov 08, 2023
SELL
$71.99 - $78.02 $13,318 - $14,433
-185 Reduced 3.73%
4,770 $346,000
Q2 2023

Aug 11, 2023
BUY
$63.6 - $74.95 $90,757 - $106,953
1,427 Added 40.45%
4,955 $371,000
Q1 2023

May 09, 2023
SELL
$54.19 - $65.17 $7,911 - $9,514
-146 Reduced 3.97%
3,528 $229,000
Q4 2022

Feb 13, 2023
SELL
$54.31 - $60.76 $12,925 - $14,460
-238 Reduced 6.08%
3,674 $204,000
Q3 2022

Nov 02, 2022
SELL
N/A
-5 Reduced 0.13%
3,912 $218,000
Q2 2022

Jul 29, 2022
BUY
N/A
477 Added 13.87%
3,917 $227,000
Q1 2022

May 04, 2022
BUY
N/A
1,673 Added 94.68%
3,440 $257,000
Q4 2021

Feb 02, 2022
SELL
N/A
-1,261 Reduced 41.64%
1,767 $289,000
Q3 2021

Oct 27, 2021
BUY
N/A
202 Added 7.15%
3,028 $448,000
Q2 2021

Jul 27, 2021
SELL
N/A
-120 Reduced 4.07%
2,826 $412,000
Q1 2021

May 06, 2021
BUY
N/A
2,107 Added 251.13%
2,946 $382,000
Q2 2020

Jul 22, 2020
BUY
N/A
230 Added 37.77%
839 $85,000
Q4 2019

Feb 10, 2020
BUY
N/A
480 Added 372.09%
609 $56,000
Q3 2019

Nov 12, 2019
BUY
N/A
129 New
129 $10,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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