Aries Wealth Management Schwab Strategic Tr 1000 Index Transaction History

Aries Wealth Management

$361 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$35.4 - $44.52 $339,167 - $426,546	-9,581 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$40.46 - $46.8 $387,647 - $448,390	9,581 New	9,581 $422,000

Others Institutions Holding SCHK

# of Institutions

209

Shares Held

70.5M

Call Options Held

3.9K

Put Options Held

6.9K

Financial Engines Advisors L.L.C. Santa Clara, CA

47.7M
Shares

$1.21 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$177 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$111 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$66.7 Million
5.8% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$49.1 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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