Aegis Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aegis Wealth Management LLC holds 34,589 shares of SCHB stock, worth $767,184. This represents 0.53% of its overall portfolio holdings.
Number of Shares
34,589Holding current value
$767,184% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
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Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio