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Aptus Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aptus Capital Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.44M Sell
118,325
-169
-0.1% -$5.07K 0.03% 399
2025
Q4 		$3.37M Sell
118,494
-1,729
-1% -$48.8K 0.02% 377
2025
Q3 		$3.35M Sell
120,223
-1,325
-1% -$35.4K 0.02% 368
2025
Q2 		$3.08M Sell
121,548
-1,076
-0.9% -$25.4K 0.03% 359
2025
Q1 		$2.87M Sell
122,624
-8,852
-7% -$226K 0.03% 348
2024
Q4 		$3.4M Sell
131,476
-19,014
-13% -$506K 0.04% 323
2024
Q3 		$1.94M Buy
150,490
+129,590
+620% +$3.22M 0.03% 325
2024
Q2 		$496K Buy
20,900
+1,702
+9% +$40.3K 0.01% 513
2024
Q1 		$473K Sell
19,198
-320
-2% -$7.5K 0.01% 524
2023
Q4 		$461K Sell
19,518
-298
-2% -$6.28K 0.01% 391
2023
Q3 		$410K Buy
19,816
+670
+3% +$14.7K 0.01% 424
2023
Q2 		$419K Buy
19,146
+1,728
+10% +$36K 0.01% 343
2023
Q1 		$365K Buy
17,418
+478
+3% +$10.3K 0.01% 355
2022
Q4 		$343K Buy
16,940
+244
+1% +$5K 0.01% 392
2022
Q3 		$316K Sell
16,696
-522
-3% -$10.9K 0.01% 378
2022
Q2 		$336K Buy
17,218
+1,942
+13% +$41.5K 0.01% 308
2022
Q1 		$362K Buy
15,276
+9,860
+182% +$233K 0.01% 338
2021
Q4 		$139K Buy
5,416
+548
+11% +$14.2K ﹤0.01% 378
2021
Q3 		$122K Buy
4,868
+284
+6% +$7.21K ﹤0.01% 376
2021
Q2 		$119K Hold
4,584
– – ﹤0.01% 387
2021
Q1 		$114K Sell
4,584
-1,724
-27% -$42.4K ﹤0.01% 365
2020
Q4 		$140K Sell
6,308
-2,568
-29% -$51.1K 0.01% 323
2020
Q3 		$151K Buy
8,876
+1,788
+25% +$30.8K 0.01% 305
2020
Q2 		$115K Sell
7,088
-324
-4% -$4.85K 0.01% 283
2020
Q1 		$95K Sell
7,412
-28
-0.4% -$476 0.01% 287
2019
Q4 		$140K Buy
7,440
+32
+0.4% +$579 0.01% 353
2019
Q3 		$129K Buy
+7,408
New +$131K 0.01% 368

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aptus Capital Advisors's SCHA Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q1 2026, selling an estimated $5.07K and leaving 118,325 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #399.

Aptus Capital Advisors first reported a position in SCHA in Q3 2019 and has held it in 27 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Aptus Capital Advisors held 118,325 shares of Schwab U.S Small- Cap ETF worth $3.44M as of Q1 2026.
  • Aptus Capital Advisors sold 169 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $5.07K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q1 2026, its #399 holding.
  • Aptus Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.