Aptus Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.41M Sell
2025
Q2
$2.29M Buy
2025
Q1
$2.04M Sell
2024
Q4
$2.23M Buy
2024
Q3
$1.02M Sell
2024
Q2
$1.96M Buy
2024
Q1
$1.73M Buy
2023
Q4
$1.2M Buy
2023
Q3
$612K Buy
2023
Q2
$516K Buy
2023
Q1
$338K Buy
2022
Q4
$281K Buy
2022
Q3
$138K Buy
2022
Q2
$16K Buy
2022
Q1
$13K Buy
2021
Q4
$2K Buy