Aaron Wealth Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 25,348 shares of SCHX stock, worth $672,735. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,348

Previous 25,289 0.23%

Holding current value

$672,735

Previous $618,000 6.8%

% of portfolio

0.04%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$24.46 - $26.5 $1,443 - $1,563	59 Added 0.23%	25,348 $660,000
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $85,514 - $106,631	4,363 Added 20.85%	25,289 $618,000
Q1 2025 Apr 28, 2025	SELL	$21.75 - $24.28 $133,936 - $149,516	-6,158 Reduced 22.74%	20,926 $462,000
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $405,126 - $1.23 Million	18,086 Added 201.0%	27,084 $627,000
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $3,422 - $3,799	56 Added 0.63%	8,998 $610,000

Q1 2024 Apr 25, 2024	BUY	$55.41 - $62.08 $1,551 - $1,738	28 Added 0.31%	8,942 $554,000
Q4 2023 Jan 26, 2024	BUY	$48.47 - $56.6 $30,826 - $35,997	636 Added 7.68%	8,914 $502,000
Q3 2023 Oct 19, 2023	SELL	$50.36 - $54.21 $7,755 - $8,348	-154 Reduced 1.83%	8,278 $418,000
Q2 2023 Jul 26, 2023	BUY	$47.67 - $52.37 $78,417 - $86,148	1,645 Added 24.24%	8,432 $441,000
Q1 2023 May 02, 2023	BUY	$44.78 - $49.41 $303,921 - $335,345	6,787 New	6,787 $328,000

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Aaron Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History