Aegis Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aegis Wealth Management LLC holds 34,705 shares of SCHB stock, worth $896,083. This represents 0.51% of its overall portfolio holdings.

Number of Shares
34,705
Previous 34,948 0.7%
Holding current value
$896,083
Previous $899 Million 1.31%
% of portfolio
0.51%
Previous 0.48%

Shares

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

Jan 14, 2026
SELL
$25.2 - $26.46 $6,123 - $6,429
-243 Reduced 0.7%
34,705 $910 Million
Q3 2025

Nov 05, 2025
BUY
$23.82 - $25.84 $18,127 - $19,664
761 Added 2.23%
34,948 $899 Million
Q1 2025

May 08, 2025
SELL
$21.23 - $23.75 $8,534 - $9,547
-402 Reduced 1.16%
34,187 $736 Million
Q4 2024

Mar 07, 2025
BUY
$22.01 - $66.82 $761,303 - $2.31 Million
34,589 New
34,589 $785 Million

Others Institutions Holding SCHB

# of Institutions
1,393
Shares Held
496M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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