Aegis Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 24,101 shares of SCHH stock, worth $526,124. This represents 0.34% of its overall portfolio holdings.
Number of Shares
24,101Holding current value
$526,124% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.18 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$621 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$530 Million0.5% of portfolio
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Northwestern Mutual Wealth Management CO7.65MShares$167 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$158 Million0.55% of portfolio