Aptus Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Aptus Capital Advisors, LLC

  • $5.23 Billion
  • Q2 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 6,193 shares of SCHM stock, worth $510,984. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,193
Previous 3,737 65.72%
Holding current value
$510,984
Previous $304,000 58.55%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $185,894 - $199,402
2,456 Added 65.72%
6,193 $482,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $77,554 - $86,641
1,064 Added 39.81%
3,737 $304,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $71,768 - $86,507
1,139 Added 74.25%
2,673 $201,000
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $7,476 - $8,285
-112 Reduced 6.8%
1,534 $103,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $261 - $284
4 Added 0.24%
1,646 $116,000
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $27,366 - $31,481
426 Added 35.03%
1,642 $111,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $18,559 - $21,261
304 Added 33.33%
1,216 $79,000
Q3 2022

Nov 02, 2022
BUY
$60.5 - $72.51 $242 - $290
4 Added 0.44%
912 $55,000
Q2 2022

Jul 29, 2022
SELL
$60.91 - $76.4 $25,034 - $31,400
-411 Reduced 31.16%
908 $57,000
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $1,695 - $1,941
24 Added 1.85%
1,319 $100,000
Q4 2021

Feb 02, 2022
BUY
$76.01 - $83.39 $21,966 - $24,099
289 Added 28.73%
1,295 $104,000
Q3 2021

Oct 27, 2021
BUY
$74.65 - $80.95 $9,032 - $9,794
121 Added 13.67%
1,006 $77,000
Q2 2021

Jul 27, 2021
BUY
$74.64 - $79.12 $12,091 - $12,817
162 Added 22.41%
885 $69,000
Q1 2021

May 06, 2021
BUY
$67.07 - $76.85 $13,615 - $15,600
203 Added 39.04%
723 $54,000
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $2,516 - $3,080
45 Added 9.47%
520 $35,000
Q3 2020

Oct 19, 2020
BUY
$51.99 - $58.83 $8,838 - $10,001
170 Added 55.74%
475 $26,000
Q2 2020

Jul 22, 2020
BUY
$39.01 - $57.03 $6,124 - $8,953
157 Added 106.08%
305 $16,000
Q1 2020

May 07, 2020
SELL
$35.83 - $62.24 $3,224 - $5,601
-90 Reduced 37.82%
148 $6,000
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $12,985 - $14,337
238 New
238 $14,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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