Aptus Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 743,309 shares of SCHX stock, worth $47.8 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
743,309
Previous 706,807 5.16%
Holding current value
$47.8 Million
Previous $39.9 Million 15.72%
% of portfolio
0.93%
Previous 1.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $2.02 Million - $2.27 Million
36,502 Added 5.16%
743,309 $46.1 Million
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $2.42 Million - $2.83 Million
-50,025 Reduced 6.61%
706,807 $39.9 Million
Q3 2023

Nov 08, 2023
BUY
$50.36 - $54.21 $21.3 Million - $22.9 Million
422,692 Added 126.5%
756,832 $38.3 Million
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $939,289 - $1.03 Million
19,704 Added 6.27%
334,140 $17.5 Million
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $2.68 Million - $2.95 Million
59,754 Added 23.46%
314,436 $15.2 Million
Q4 2022

Feb 13, 2023
SELL
$44.01 - $48.16 $785,050 - $859,078
-17,838 Reduced 6.55%
254,682 $11.5 Million
Q3 2022

Nov 02, 2022
BUY
N/A
17,997 Added 7.07%
272,520 $11.5 Million
Q2 2022

Jul 29, 2022
BUY
N/A
15,335 Added 6.41%
254,523 $11.4 Million
Q1 2022

May 04, 2022
BUY
N/A
126,919 Added 113.05%
239,188 $12.9 Million
Q4 2021

Feb 02, 2022
BUY
N/A
4,176 Added 3.86%
112,269 $12.8 Million
Q3 2021

Oct 27, 2021
BUY
N/A
11,504 Added 11.91%
108,093 $11.2 Million
Q2 2021

Jul 27, 2021
BUY
N/A
10,547 Added 12.26%
96,589 $10 Million
Q1 2021

May 06, 2021
BUY
N/A
3,276 Added 3.96%
86,042 $8.26 Million
Q4 2020

Feb 10, 2021
BUY
N/A
15,553 Added 23.14%
82,766 $7.53 Million
Q3 2020

Oct 19, 2020
BUY
N/A
5,270 Added 8.51%
67,213 $5.42 Million
Q2 2020

Jul 22, 2020
BUY
N/A
8,144 Added 15.14%
61,943 $4.59 Million
Q1 2020

May 07, 2020
SELL
N/A
-227 Reduced 0.42%
53,799 $3.3 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-2,970 Reduced 5.21%
54,026 $4.15 Million
Q3 2019

Nov 12, 2019
BUY
N/A
30,550 Added 115.52%
56,996 $4.04 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,547 Added 15.49%
26,446 $1.86 Million
Q1 2019

May 15, 2019
BUY
N/A
22,899 New
22,899 $1.55 Million

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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