Aegis Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 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 $624,847. This represents 0.37% of its overall portfolio holdings.

Number of Shares
25,598
Previous 25,598 -0.0%
Holding current value
$624,847
Previous $623 Million -0.0%
% of portfolio
0.37%
Previous 0.37%

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
708
Shares Held
320M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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