Aegis Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Aegis Wealth Management LLC holds 25,598 shares of SCHO stock, worth $621,263. This represents 0.37% of its overall portfolio holdings.

Number of Shares
25,598
Previous 25,598 -0.0%
Holding current value
$621,263
Previous $616 Million 1.16%
% of portfolio
0.37%
Previous 0.42%

Shares

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

Mar 07, 2025
BUY
$24.06 - $48.88 $615,887 - $1.25 Million
25,598 New
25,598 $616 Million

Others Institutions Holding SCHO

# of Institutions
691
Shares Held
306M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email