Aptus Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 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 36,891 shares of SCHK stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,891
Previous 37,403
1.37%
Holding current value
$1.08 Million
Previous $1.96 Million
4.19%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio