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

Aptus Capital Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.4M Sell
76,590
-3,305
-4% -$108K 0.02% 447
2025
Q4 		$2.62M Buy
79,895
+4,770
+6% +$155K 0.02% 408
2025
Q3 		$2.41M Sell
75,125
-1,715
-2% -$53.1K 0.02% 400
2025
Q2 		$2.29M Buy
76,840
+1,140
+2% +$31.4K 0.02% 398
2025
Q1 		$2.04M Sell
75,700
-3,132
-4% -$88.9K 0.02% 393
2024
Q4 		$2.23M Buy
78,832
+5,050
+7% +$144K 0.03% 382
2024
Q3 		$1.02M Sell
73,782
-1,024
-1% -$27.3K 0.02% 407
2024
Q2 		$1.96M Buy
74,806
+6,406
+9% +$162K 0.04% 295
2024
Q1 		$1.73M Buy
68,400
+16,092
+31% +$387K 0.04% 318
2023
Q4 		$1.2M Buy
52,308
+22,648
+76% +$487K 0.04% 267
2023
Q3 		$612K Buy
29,660
+5,520
+23% +$119K 0.02% 348
2023
Q2 		$516K Buy
24,140
+7,070
+41% +$143K 0.02% 321
2023
Q1 		$338K Buy
17,070
+1,850
+12% +$35.7K 0.01% 374
2022
Q4 		$281K Buy
15,220
+7,240
+91% +$135K 0.01% 421
2022
Q3 		$138K Buy
7,980
+7,100
+807% +$137K ﹤0.01% 471
2022
Q2 		$16K Buy
880
+300
+52% +$5.96K ﹤0.01% 549
2022
Q1 		$13K Buy
580
+500
+625% +$10.8K ﹤0.01% 589
2021
Q4 		$2K Buy
+80
New +$1.81K ﹤0.01% 539

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return