Aegis Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 20,901 shares of SCHH stock, worth $443,101. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,901
Previous 20,547 1.72%
Holding current value
$443,101
Previous $443 Million 1.48%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Jan 14, 2026
BUY
$20.85 - $21.86 $7,380 - $7,738
354 Added 1.72%
20,901 $437 Million
Q3 2025

Nov 05, 2025
SELL
$20.76 - $21.78 $63,816 - $66,951
-3,074 Reduced 13.01%
20,547 $443 Million
Q1 2025

May 08, 2025
SELL
$20.2 - $22.24 $9,696 - $10,675
-480 Reduced 1.99%
23,621 $508 Million
Q4 2024

Mar 07, 2025
BUY
$20.55 - $23.26 $495,275 - $560,589
24,101 New
24,101 $508 Million

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email