Skip to content
Disclosery

Aegis Wealth Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Aegis Wealth Management LLC held 23,238 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,238 shares
    Change vs previous 13F +8,138 shares

    0.35% of the 13F portfolio, value $736,877.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,100 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $463,268.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,100 shares
    Change vs previous 13F -53,711 shares

    0.23% of the 13F portfolio, value $414,193.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,811 shares
    Change vs previous 13F -31,333 shares

    1.01% of the 13F portfolio, value $1,878,541.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,144 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $2,800,027.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,144 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $2,800,027.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,144 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $2,735,935.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).