Aptus Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aptus Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.8M	Buy	2,915,059 +83,115	+3%	+$2.37M	0.59%	34
2026 Q1	$72.6M	Buy	2,831,944 +155,720	+6%	+$4.18M	0.57%	34
2025 Q4	$72M	Buy	2,676,224 +105,503	+4%	+$2.82M	0.52%	42
2025 Q3	$67.7M	Buy	2,570,721 +17,691	+0.7%	+$449K	0.49%	46
2025 Q2	$62.4M	Buy	2,553,030 +96,879	+4%	+$2.19M	0.51%	41
2025 Q1	$54.2M	Buy	2,456,151 +60,895	+3%	+$1.42M	0.56%	40
2024 Q4	$55.5M	Buy	2,395,256 +824	+0%	+$19.2K	0.58%	41
2024 Q3	$18.1M	Buy	2,394,432 +58,233	+2%	+$1.27M	0.27%	86
2024 Q2	$50M	Buy	2,336,199 +106,272	+5%	+$2.2M	0.88%	26
2024 Q1	$46.1M	Buy	2,229,927 +109,506	+5%	+$2.16M	0.86%	25
2023 Q4	$39.9M	Sell	2,120,421 -150,075	-7%	-$2.64M	1.09%	17
2023 Q3	$38.3M	Buy	2,270,496 +1,268,076	+127%	+$22.2M	1.04%	20
2023 Q2	$17.5M	Buy	1,002,420 +59,112	+6%	+$976K	0.42%	53
2023 Q1	$15.2M	Buy	943,308 +179,262	+23%	+$2.82M	0.41%	48
2022 Q4	$11.5M	Sell	764,046 -53,514	-7%	-$810K	0.35%	60
2022 Q3	$11.5M	Buy	817,560 +53,991	+7%	+$847K	0.28%	52
2022 Q2	$11.4M	Buy	763,569 +46,005	+6%	+$745K	0.3%	47
2022 Q1	$12.9M	Buy	717,564 +43,950	+7%	+$778K	0.32%	40
2021 Q4	$12.8M	Buy	673,614 +25,056	+4%	+$463K	0.38%	36
2021 Q3	$11.2M	Buy	648,558 +69,024	+12%	+$1.23M	0.29%	47
2021 Q2	$10M	Buy	579,534 +63,282	+12%	+$1.07M	0.29%	48
2021 Q1	$8.26M	Buy	516,252 +19,656	+4%	+$308K	0.3%	48
2020 Q4	$7.53M	Buy	496,596 +93,318	+23%	+$1.34M	0.34%	54
2020 Q3	$5.42M	Buy	403,278 +31,620	+9%	+$420K	0.29%	61
2020 Q2	$4.59M	Buy	371,658 +48,864	+15%	+$569K	0.29%	57
2020 Q1	$3.29M	Sell	322,794 -1,362	-0.4%	-$16.5K	0.28%	65
2019 Q4	$4.15M	Sell	324,156 -17,820	-5%	-$218K	0.29%	56
2019 Q3	$4.04M	Buy	341,976 +183,300	+116%	+$2.16M	0.23%	43
2019 Q2	$1.86M	Buy	158,676 +21,282	+15%	+$244K	0.26%	57
2019 Q1	$1.55M	Buy	+137,394	New	+$1.49M	0.26%	95

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Aptus Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, buying an estimated $2.37M and bringing the position to 2,915,059 shares worth $85.8M. The position accounts for 0.59% of the portfolio, ranked #34.

Aptus Capital Advisors first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Aptus Capital Advisors held 2,915,059 shares of Schwab US Large- Cap ETF worth $85.8M as of Q2 2026.
Aptus Capital Advisors bought 83,115 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.37M.
Schwab US Large- Cap ETF made up 0.59% of Aptus Capital Advisors's portfolio in Q2 2026, its #34 holding.
Aptus Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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