Aegis Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

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 23,621 shares of SCHH stock, worth $502,891. This represents 0.3% of its overall portfolio holdings.

Number of Shares
23,621
Previous 24,101 1.99%
Holding current value
$502,891
Previous $508 Million 0.1%
% of portfolio
0.3%
Previous 0.34%

Shares

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

May 08, 2025
SELL
$20.2 - $22.24 $9,696 - $10,675
-480 Reduced 1.99%
23,621 $508 Million
Q4 2024

Mar 07, 2025
BUY
$20.55 - $23.26 $495,275 - $560,589
24,101 New
24,101 $508 Million

Others Institutions Holding SCHH

# of Institutions
555
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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