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 $1.05 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,891
Previous 37,403
1.37%
Holding current value
$1.05 Million
Previous $1.96 Million
4.19%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio