Aptus Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $973K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $8.45M | Buy |
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|
2022
Q2 | $4.91M | Sell |
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|
2022
Q1 | $6.88M | Sell |
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|
2021
Q4 | $8.6M | Buy |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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