Aegis Wealth Management LLC's ownership history for SCHB

Aegis Wealth Management LLC currently holds 34.4K shares with a market value of $862.4K. It started holding SCHB on 2024-12-31. At its peak, it held 34.9K shares on 2025-09-30. Its highest holding value was $910.3K on 2025-12-31. At its lowest, it held 34.2K shares on 2025-03-31, with a value of $736.0K on 2025-03-31. In the recent 180 days, Aegis Wealth Management LLC has decreased its shares by 591. In the recent year, Aegis Wealth Management LLC has increased its shares by 170.