Aaron Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Aaron Wealth Advisors LLC

  • $1.66 Billion
  • Q3 2025

A detailed history of Aaron Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 34,045 shares of SCHD stock, worth $927,385. This represents 0.06% of its overall portfolio holdings.

Number of Shares
34,045
Previous 34,188 0.42%
Holding current value
$927,385
Previous $905,000 3.31%
% of portfolio
0.06%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$26.38 - $27.95 $3,772 - $3,996
-143 Reduced 0.42%
34,045 $935,000
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $4,085 - $4,682
168 Added 0.49%
34,188 $905,000
Q1 2025

Apr 28, 2025
SELL
$27.01 - $28.54 $57,450 - $60,704
-2,127 Reduced 5.88%
34,020 $951,000
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $647,020 - $2.04 Million
24,026 Added 198.22%
36,147 $987,000
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $1,232 - $1,360
16 Added 0.13%
12,121 $1.02 Million
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $4,548 - $4,809
-60 Reduced 0.49%
12,105 $941,000
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $263,600 - $282,446
-3,503 Reduced 22.36%
12,165 $980,000
Q4 2023

Jan 26, 2024
SELL
$66.9 - $76.32 $1.28 Million - $1.46 Million
-19,149 Reduced 55.0%
15,668 $1.19 Million
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $2.46 Million - $2.63 Million
34,817 New
34,817 $2.46 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email