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Schwab Strategic Tr us dividend eq shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $414k 15k 27.43
2025-09-30 $1.9M 69k 27.30
2025-06-30 $2.8M 100k 27.96
2025-03-31 $2.8M 100k 27.96
2024-12-31 $2.7M 100k 27.32

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Aegis Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq