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Aptus Capital Advisors, LLC: SCHF position timeline

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

Aptus Capital Advisors, LLC held 165,789 SCHF 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 165,789 shares
    Change vs previous 13F +5,710 shares

    0.03% of the 13F portfolio, value $4,592,355.

    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 160,079 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $3,961,955.

    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 160,169 shares
    Change vs previous 13F +371 shares

    0.03% of the 13F portfolio, value $3,850,463.

    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 159,798 shares
    Change vs previous 13F -2,336 shares

    0.03% of the 13F portfolio, value $3,720,097.

    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 162,134 shares
    Change vs previous 13F -5,308 shares

    0.04% of the 13F portfolio, value $3,583,152.

    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 167,442 shares
    Change vs previous 13F +33,869 shares

    0.04% of the 13F portfolio, value $3,312,010.

    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 133,573 shares
    Change vs previous 13F +75,916 shares

    0.03% of the 13F portfolio, value $2,471,094.

    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 57,657 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,185,428.

    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).