Aaron Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024

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 36,147 shares of SCHD stock, worth $996,211. This represents 0.12% of its overall portfolio holdings.

Number of Shares
36,147
Previous 12,121 198.22%
Holding current value
$996,211
Previous $1.02 Million 3.61%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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