Aptus Capital Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Aptus Capital Advisors, LLC

$12.7 Billion
Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 9,088 shares of SCHI stock, worth $208,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,088

Previous 7,026 29.35%

Holding current value

$208,296

Previous $159,000 31.45%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.45 - $23.2 $46,291 - $47,838	2,062 Added 29.35%	9,088 $209,000
Q2 2025 Aug 11, 2025	SELL	$21.85 - $22.76 $1,005 - $1,046	-46 Reduced 0.65%	7,026 $159,000
Q1 2025 May 13, 2025	BUY	$21.77 - $22.56 $11,755 - $12,182	540 Added 8.27%	7,072 $158,000
Q4 2024 Feb 14, 2025	BUY	$22.02 - $46.16 $83,015 - $174,023	3,770 Added 136.5%	6,532 $144,000
Q3 2024 Nov 05, 2024	BUY	$43.73 - $46.29 $43,555 - $46,104	996 Added 56.4%	2,762 $127,000

Q2 2024 Jul 31, 2024	BUY	$43.11 - $44.42 $71,088 - $73,248	1,649 Added 1409.4%	1,766 $77,000
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $5,132 - $5,263	117 New	117 $5,000

Others Institutions Holding SCHI

# of Institutions

250

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Aptus Capital Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History