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Aptus Capital Advisors, LLC: SCHX position timeline

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

Aptus Capital Advisors, LLC held 2,915,059 SCHX 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 2,915,059 shares
    Change vs previous 13F +83,115 shares

    0.63% of the 13F portfolio, value $85,790,186.

    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 2,831,944 shares
    Change vs previous 13F +155,720 shares

    0.61% of the 13F portfolio, value $72,611,044.

    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 2,676,224 shares
    Change vs previous 13F +105,503 shares

    0.61% of the 13F portfolio, value $72,017,188.

    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 2,570,721 shares
    Change vs previous 13F +17,691 shares

    0.62% of the 13F portfolio, value $67,712,791.

    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 2,553,030 shares
    Change vs previous 13F +96,879 shares

    0.62% of the 13F portfolio, value $62,396,051.

    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 2,456,151 shares
    Change vs previous 13F +60,895 shares

    0.61% of the 13F portfolio, value $54,231,810.

    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 2,395,256 shares
    Change vs previous 13F +1,597,112 shares

    0.66% of the 13F portfolio, value $55,522,039.

    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 798,144 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $18,051,383.

    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).