A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 6,161 shares of SCHH stock, worth $138,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,161
Previous 6,492 5.1%
Holding current value
$138,252
Previous $129,000 10.08%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$19.78 - $23.53 $6,547 - $7,788
-331 Reduced 5.1%
6,161 $142,000
Q2 2024

Jul 31, 2024

BUY
$18.53 - $20.2 $18,530 - $20,200
1,000 Added 18.21%
6,492 $129,000
Q1 2024

May 15, 2024

BUY
$19.39 - $20.93 $94,875 - $102,410
4,893 Added 816.86%
5,492 $111,000
Q4 2023

Feb 13, 2024

BUY
$16.76 - $20.95 $6,687 - $8,359
399 Added 199.5%
599 $12,000
Q1 2023

May 09, 2023

SELL
$18.01 - $21.78 $94,318 - $114,061
-5,237 Reduced 96.32%
200 $3,000
Q4 2022

Feb 13, 2023

BUY
$17.68 - $20.46 $15,222 - $17,616
861 Added 18.82%
5,437 $104,000
Q3 2022

Nov 02, 2022

SELL
$18.45 - $23.6 $2,915 - $3,728
-158 Reduced 3.34%
4,576 $86,000
Q2 2022

Jul 29, 2022

BUY
$20.18 - $25.97 $5,327 - $6,856
264 Added 5.91%
4,734 $100,000
Q1 2022

May 04, 2022

BUY
$22.75 - $26.16 $99,417 - $114,319
4,370 Added 4370.0%
4,470 $111,000
Q3 2020

Oct 19, 2020

SELL
$16.99 - $18.73 $16 - $18
-1 Reduced 0.99%
100 $3,000
Q2 2020

Jul 22, 2020

SELL
$14.77 - $20.35 $7,458 - $10,276
-505 Reduced 83.33%
101 $3,000
Q1 2020

May 07, 2020

SELL
$13.54 - $24.27 $108 - $194
-8 Reduced 1.3%
606 $19,000
Q4 2019

Feb 10, 2020

BUY
$22.24 - $24.07 $1,690 - $1,829
76 Added 14.13%
614 $28,000
Q3 2019

Nov 12, 2019

BUY
$23.18 - $23.61 $12,470 - $12,702
538 New
538 $25,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.