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Aptus Capital Advisors, LLC: SCHB position timeline

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

Aptus Capital Advisors, LLC held 2,325,278 SCHB 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 2,325,278 shares
    Change vs previous 13F +92,317 shares

    0.49% of the 13F portfolio, value $67,340,057.

    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 2,232,961 shares
    Change vs previous 13F +50,456 shares

    0.47% of the 13F portfolio, value $56,047,326.

    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 2,182,505 shares
    Change vs previous 13F +41,082 shares

    0.49% of the 13F portfolio, value $57,247,110.

    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 2,141,423 shares
    Change vs previous 13F +7,903 shares

    0.5% of the 13F portfolio, value $55,055,988.

    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 2,133,520 shares
    Change vs previous 13F +85,913 shares

    0.5% of the 13F portfolio, value $50,841,787.

    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 2,047,607 shares
    Change vs previous 13F +56,626 shares

    0.5% of the 13F portfolio, value $44,084,978.

    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 1,990,981 shares
    Change vs previous 13F +1,426,863 shares

    0.54% of the 13F portfolio, value $45,195,261.

    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 564,118 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $12,508,358.

    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).