Aaron Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Aaron Wealth Advisors LLC
- $832 Million
- Q3 2024
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 8,998 shares of SCHX stock, worth $206,234. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,998
Previous 8,942
0.63%
Holding current value
$206,234
Previous $574,000
6.27%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio