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

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 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 6,343 shares of SCHR stock, worth $159,272. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,343
Previous 2,784 127.84%
Holding current value
$159,272
Previous $69,000 130.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.69 - $25.26 $87,871 - $89,900
3,559 Added 127.84%
6,343 $159,000
Q2 2025

Aug 11, 2025
SELL
$24.54 - $25.07 $35,705 - $36,476
-1,455 Reduced 34.32%
2,784 $69,000
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
514
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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