Aegis Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Aegis Wealth Management LLC holds 20,549 shares of SCHE stock, worth $694,761. This represents 0.37% of its overall portfolio holdings.

Number of Shares
20,549
Previous 20,394 0.76%
Holding current value
$694,761
Previous $562 Million 21.96%
% of portfolio
0.37%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$30.13 - $33.37 $4,670 - $5,172
155 Added 0.76%
20,549 $686 Million
Q1 2025

May 08, 2025
BUY
$25.81 - $28.52 $7,975 - $8,812
309 Added 1.54%
20,394 $562 Million
Q4 2024

Mar 07, 2025
BUY
$26.63 - $30.23 $534,863 - $607,169
20,085 New
20,085 $535 Million

Others Institutions Holding SCHE

# of Institutions
893
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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