Aegis Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025

A detailed history of Aegis Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Aegis Wealth Management LLC holds 24,722 shares of SCHO stock, worth $601,980. This represents 0.32% of its overall portfolio holdings.

Number of Shares
24,722
Previous 25,598 3.42%
Holding current value
$601,980
Previous $623 Million 3.18%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Nov 05, 2025
SELL
$24.23 - $24.42 $21,225 - $21,391
-876 Reduced 3.42%
24,722 $603 Million
Q4 2024

Mar 07, 2025
BUY
$24.06 - $48.88 $615,887 - $1.25 Million
25,598 New
25,598 $616 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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