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

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 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 27,084 shares of SCHX stock, worth $589,077. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,084
Previous 8,998 201.0%
Holding current value
$589,077
Previous $610,000 2.79%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,476
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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