Aegis Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Aegis Wealth Management LLC holds 78,320 shares of SCHF stock, worth $1.69 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
78,320
Previous 77,326
1.29%
Holding current value
$1.69 Million
Previous $1.43 Billion
8.29%
% of portfolio
0.91%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,412Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.51 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.99 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.67 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.26 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.54 Billion11.16% of portfolio