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Aptus Capital Advisors, LLC: SCHD position timeline

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

Aptus Capital Advisors, LLC held 1,313,803 SCHD 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 1,313,803 shares
    Change vs previous 13F -5,897 shares

    0.3% of the 13F portfolio, value $41,660,678.

    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 1,319,700 shares
    Change vs previous 13F -37,238 shares

    0.34% of the 13F portfolio, value $40,488,394.

    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 1,356,938 shares
    Change vs previous 13F -23,333 shares

    0.32% of the 13F portfolio, value $37,220,822.

    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 1,380,271 shares
    Change vs previous 13F -965,158 shares

    0.34% of the 13F portfolio, value $37,681,386.

    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 2,345,429 shares
    Change vs previous 13F -661 shares

    0.61% of the 13F portfolio, value $62,153,874.

    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 2,346,090 shares
    Change vs previous 13F +128,823 shares

    0.74% of the 13F portfolio, value $65,596,676.

    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 2,217,267 shares
    Change vs previous 13F +1,601,082 shares

    0.72% of the 13F portfolio, value $60,575,728.

    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 616,185 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $17,362,060.

    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).