Aegis Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aegis Wealth Management LLC holds 15,100 shares of SCHD stock, worth $411,324. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,100
Previous 68,811 78.06%
Holding current value
$411,324
Previous $1.88 Billion 77.95%
% of portfolio
0.23%
Previous 1.01%

Shares

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

Jan 14, 2026
SELL
$26.44 - $27.53 $1.42 Million - $1.48 Million
-53,711 Reduced 78.06%
15,100 $414 Million
Q3 2025

Nov 05, 2025
SELL
$26.38 - $27.95 $826,564 - $875,757
-31,333 Reduced 31.29%
68,811 $1.88 Billion
Q4 2024

Mar 07, 2025
BUY
$26.93 - $84.95 $2.7 Million - $8.51 Million
100,144 New
100,144 $2.74 Billion

Others Institutions Holding SCHD

# of Institutions
2,062
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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