Aegis Wealth Management LLC's ownership history for SCHD

Aegis Wealth Management LLC currently holds 15.1K shares with a market value of $414.2K. It started holding SCHD on 2024-12-31. At its peak, it held 100.1K shares on 2024-12-31. Its highest holding value was $2.8M on 2025-03-31. At its lowest, it held 15.1K shares on 2025-12-31, with a value of $414.2K on 2025-12-31. In the recent 180 days, Aegis Wealth Management LLC has decreased its shares by 85.0K. In the recent year, Aegis Wealth Management LLC has decreased its shares by 85.0K.