AWM
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Aegis Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Aegis Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$736K Hold
34,187
– – 0.44% 45
2025
Q1 		$736K Sell
34,187
-402
-1% -$8.66K 0.43% 47
2024
Q4 		$785K Buy
+34,589
New +$785K 0.53% 40