Aptus Capital Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Aptus Capital Advisors, LLC

$8.97 Billion
Q1 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 4,239 shares of SCHR stock, worth $104,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,239

Previous 7,035 39.74%

Holding current value

$104,618

Previous $170,000 38.24%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$24.05 - $24.86 $67,243 - $69,508	-2,796 Reduced 39.74%	4,239 $105,000
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $141,898 - $296,702	5,866 Added 501.8%	7,035 $170,000
Q3 2024 Nov 05, 2024	SELL	$48.4 - $50.91 $6,582 - $6,923	-136 Reduced 10.42%	1,169 $59,000
Q2 2024 Jul 31, 2024	BUY	$47.85 - $49.0 $50,768 - $51,989	1,061 Added 434.84%	1,305 $63,000
Q1 2024 May 15, 2024	BUY	$48.64 - $49.88 $11,624 - $11,921	239 Added 4780.0%	244 $11,000
Q4 2023 Feb 13, 2024	BUY	$47.09 - $49.87 $235 - $249	5 New	5 $0
Q3 2022 Nov 02, 2022	BUY	$48.68 - $52.54 $48 - $52	1 Added 8.33%	13 $1,000
Q1 2022 May 04, 2022	BUY	$52.72 - $55.84 $632 - $670	12 New	12 $1,000

Others Institutions Holding SCHR

# of Institutions

476

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Aptus Capital Advisors, LLC Schwab Intermediate Term Us Tr Transaction History