Aegis Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 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 29,638 shares of SCHO stock, worth $721,685. This represents 0.41% of its overall portfolio holdings.

Number of Shares
29,638
Previous 24,722 19.89%
Holding current value
$721,685
Previous $603 Million 19.74%
% of portfolio
0.41%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$24.31 - $24.46 $119,507 - $120,245
4,916 Added 19.89%
29,638 $722 Million
Q3 2025

Nov 05, 2025
SELL
$24.23 - $24.42 $21,225 - $21,391
-876 Reduced 3.42%
24,722 $603 Million
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
705
Shares Held
325M
Call Options Held
0
Put Options Held
0
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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