Aptus Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.1M | Buy |
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|
2025
Q2 | $50.8M | Buy |
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|
2025
Q1 | $44.1M | Buy |
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|
2024
Q4 | $45.2M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $172K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $153K | Sell |
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|
2019
Q3 | $145K | Buy |
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