Aptus Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 34,200 shares of SCHK stock, worth $1.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
34,200
Previous 26,154
30.76%
Holding current value
$1.81 Million
Previous $1.2 Million
43.85%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$195 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.5 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.1 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.4 Million6.56% of portfolio