Aptus Capital Advisors, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 117 shares of SCHI stock, worth $5,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares

117

Holding current value

$5,192

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $5,132 - $5,263	117 New	117 $5,000

Others Institutions Holding SCHI

# of Institutions

181

Shares Held

134M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

111M
Shares

$4.94 Billion
6.8% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.41M
Shares

$240 Million
0.06% of portfolio
River Front Investment Group, LLC Richmond, VA

3.86M
Shares

$171 Million
4.84% of portfolio
Envestnet Asset Management Inc

3.3M
Shares

$146 Million
0.06% of portfolio
Campbell Wealth Management

2.08M
Shares

$92.5 Million
9.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

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.

Account

Aptus Capital Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History