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Aptus Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Aptus Capital Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.3M Buy
2,325,278
+92,317
+4% +$2.58M 0.46% 49
2026
Q1 		$56M Buy
2,232,961
+50,456
+2% +$1.32M 0.44% 48
2025
Q4 		$57.2M Buy
2,182,505
+41,082
+2% +$1.07M 0.41% 52
2025
Q3 		$55.1M Buy
2,141,423
+7,903
+0.4% +$196K 0.4% 56
2025
Q2 		$50.8M Buy
2,133,520
+85,913
+4% +$1.89M 0.41% 55
2025
Q1 		$44.1M Buy
2,047,607
+56,626
+3% +$1.29M 0.45% 52
2024
Q4 		$45.2M Buy
1,990,981
+298,627
+18% +$6.82M 0.47% 52
2024
Q3 		$12.5M Buy
1,692,354
+1,668,006
+6,851% +$35.6M 0.19% 117
2024
Q2 		$510K Buy
24,348
+27
+0.1% +$547 0.01% 508
2024
Q1 		$495K Buy
24,321
+120
+0.5% +$2.32K 0.01% 517
2023
Q4 		$449K Buy
24,201
+498
+2% +$8.6K 0.01% 397
2023
Q3 		$394K Buy
23,703
+54
+0.2% +$935 0.01% 430
2023
Q2 		$408K Buy
23,649
+14,619
+162% +$238K 0.01% 347
2023
Q1 		$144K Buy
9,030
+378
+4% +$5.91K ﹤0.01% 495
2022
Q4 		$129K Buy
8,652
+72
+0.8% +$1.08K ﹤0.01% 514
2022
Q3 		$120K Sell
8,580
-1,971
-19% -$30.7K ﹤0.01% 482
2022
Q2 		$155K Buy
10,551
+909
+9% +$14.6K ﹤0.01% 396
2022
Q1 		$172K Buy
9,642
+1,380
+17% +$24.2K ﹤0.01% 434
2021
Q4 		$156K Buy
8,262
+204
+3% +$3.75K ﹤0.01% 374
2021
Q3 		$139K Buy
8,058
+216
+3% +$3.84K ﹤0.01% 372
2021
Q2 		$136K Hold
7,842
– – ﹤0.01% 382
2021
Q1 		$126K Buy
7,842
+156
+2% +$2.46K ﹤0.01% 360
2020
Q4 		$116K Hold
7,686
– – 0.01% 332
2020
Q3 		$102K Sell
7,686
-1,764
-19% -$23.2K 0.01% 327
2020
Q2 		$115K Hold
9,450
– – 0.01% 284
2020
Q1 		$95K Sell
9,450
-2,496
-21% -$30.2K 0.01% 288
2019
Q4 		$153K Sell
11,946
-324
-3% -$3.98K 0.01% 348
2019
Q3 		$145K Buy
+12,270
New +$145K 0.01% 364

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Aptus Capital Advisors's SCHB Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q2 2026, buying an estimated $2.58M and bringing the position to 2,325,278 shares worth $67.3M. The position accounts for 0.46% of the portfolio, ranked #49.

Aptus Capital Advisors first reported a position in SCHB in Q3 2019 and has held it in 28 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aptus Capital Advisors held 2,325,278 shares of Schwab US Broad Market ETF worth $67.3M as of Q2 2026.
  • Aptus Capital Advisors bought 92,317 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.58M.
  • Schwab US Broad Market ETF made up 0.46% of Aptus Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.