AWM
SCHX icon

Aegis Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aegis Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,016
Closed -$255K – 124
2024
Q4 		$255K Buy
+11,016
New +$255K 0.17% 97