Aptus Capital Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

Aptus Capital Advisors’s Portfolio SCCR Stock Details SCCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-465	Closed	-$12.1K	–	1751
2025 Q3	$12.1K	Hold	465	–	–	﹤0.01%	1413
2025 Q2	$11.9K	Buy	+465	New	+$11.7K	﹤0.01%	1347

Other funds holding SCCR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $269M AUM 14.54% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aptus Capital Advisors's SCCR Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Schwab Core Bond ETF (SCCR) in Q4 2025, closing a stake of 465 shares — an estimated $12.1K sold.

Aptus Capital Advisors first reported a position in SCCR in Q2 2025 and held it in 2 quarters. The position peaked at $12.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold SCCR as of Q4 2025.

Aptus Capital Advisors reported no remaining Schwab Core Bond ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 465 Schwab Core Bond ETF shares in Q4 2025, an estimated $12.1K.
Aptus Capital Advisors first reported a position in Schwab Core Bond ETF in Q2 2025 and held it in 2 quarters.
Aptus Capital Advisors's Schwab Core Bond ETF position peaked at $12.1K in Q3 2025.
17 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.