Aegis Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aegis Wealth Management LLC holds 100,144 shares of SCHD stock, worth $2.85 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
100,144Holding current value
$2.85 Million% of portfolio
1.85%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio