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Aptus Capital Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 117,347 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,347 shares
    Change vs previous 13F -978 shares

    0.03% of the 13F portfolio, value $4,239,747.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,325 shares
    Change vs previous 13F -169 shares

    0.03% of the 13F portfolio, value $3,440,891.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,494 shares
    Change vs previous 13F -1,729 shares

    0.03% of the 13F portfolio, value $3,374,709.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,223 shares
    Change vs previous 13F -1,325 shares

    0.03% of the 13F portfolio, value $3,354,222.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,548 shares
    Change vs previous 13F -1,076 shares

    0.03% of the 13F portfolio, value $3,075,174.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,624 shares
    Change vs previous 13F -8,852 shares

    0.03% of the 13F portfolio, value $2,873,087.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 131,476 shares
    Change vs previous 13F +56,231 shares

    0.04% of the 13F portfolio, value $3,399,958.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,245 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,937,559.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).