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Schwab Strategic Tr sht tm us tres shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 25k 24.40
2025-06-30 $623k 26k 24.34
2025-03-31 $623k 26k 24.34
2024-12-31 $616k 26k 24.06

More positions owned by Aegis Wealth Management

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

View all positions for Aegis Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres