Aptus Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 131 shares of SCHZ stock, worth $3,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 16 718.75%
Holding current value
$3,009
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$45.2 - $47.87 $5,198 - $5,505
115 Added 718.75%
131 $6,000
Q2 2024

Jul 31, 2024
SELL
$44.66 - $45.99 $2,456 - $2,529
-55 Reduced 77.46%
16 $0
Q2 2023

Aug 11, 2023
SELL
$45.86 - $47.33 $229 - $236
-5 Reduced 6.58%
71 $3,000
Q3 2022

Nov 02, 2022
SELL
$44.98 - $49.09 $5,127 - $5,596
-114 Reduced 60.0%
76 $3,000
Q4 2021

Feb 02, 2022
SELL
$53.63 - $54.52 $1,608 - $1,635
-30 Reduced 13.64%
190 $10,000
Q2 2021

Jul 27, 2021
BUY
$53.9 - $54.6 $1,617 - $1,638
30 Added 15.79%
220 $12,000
Q4 2020

Feb 10, 2021
SELL
$55.56 - $56.23 $181,959 - $184,153
-3,275 Reduced 94.52%
190 $10,000
Q3 2020

Oct 19, 2020
SELL
$56.07 - $56.92 $4,485 - $4,553
-80 Reduced 2.26%
3,465 $194,000
Q2 2020

Jul 22, 2020
SELL
$54.35 - $56.24 $543 - $562
-10 Reduced 0.28%
3,545 $199,000
Q1 2020

May 07, 2020
SELL
$50.33 - $56.09 $629,779 - $701,854
-12,513 Reduced 77.88%
3,555 $192,000
Q4 2019

Feb 10, 2020
SELL
$53.21 - $54.14 $187,884 - $191,168
-3,531 Reduced 18.02%
16,068 $858,000
Q3 2019

Nov 12, 2019
SELL
$53.15 - $53.86 $1.39 Million - $1.4 Million
-26,066 Reduced 57.08%
19,599 $1.06 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,416 Added 8.09%
45,665 $2.42 Million
Q1 2019

May 15, 2019
BUY
N/A
42,249 New
42,249 $2.19 Million

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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