Aegis Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Aegis Wealth Management LLC holds 78,605 shares of SCHF stock, worth $1.88 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
78,605
Previous 78,320
0.36%
Holding current value
$1.88 Million
Previous $1.55 Billion
18.12%
% of portfolio
0.98%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,544Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio