AWM
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Aegis Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aegis Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.8M Hold
100,144
– – 1.68% 19
2025
Q1 		$2.8M Hold
100,144
– – 1.65% 19
2024
Q4 		$2.74M Buy
+100,144
New +$2.74M 1.85% 16