Aegis Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

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 $2.69 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
100,144
Previous 100,144 -0.0%
Holding current value
$2.69 Million
Previous $2.74 Billion 2.34%
% of portfolio
1.65%
Previous 1.85%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025
BUY
$26.93 - $84.95 $2.7 Million - $8.51 Million
100,144 New
100,144 $2.74 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
917M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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