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

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 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 20,547 shares of SCHH stock, worth $435,596. This represents 0.24% of its overall portfolio holdings.

Number of Shares
20,547
Previous 23,621 13.01%
Holding current value
$435,596
Previous $508 Million 12.77%
% of portfolio
0.24%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
600
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
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