Aegis Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Aegis Wealth Management LLC holds 20,394 shares of SCHE stock, worth $583,676. This represents 0.33% of its overall portfolio holdings.

Number of Shares
20,394
Previous 20,085 1.54%
Holding current value
$583,676
Previous $535 Million 5.12%
% of portfolio
0.33%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$25.81 - $28.52 $7,975 - $8,812
309 Added 1.54%
20,394 $562 Million
Q4 2024

Mar 07, 2025
BUY
$26.63 - $30.23 $534,863 - $607,169
20,085 New
20,085 $535 Million

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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