Aa Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Aa Financial Advisors, LLC

$464 Billion
Q2 2025

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 14,169 shares of SCHB stock, worth $367,402. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,169

Previous 13,717 3.3%

Holding current value

$367,402

Previous $295 Million 14.33%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$19.1 - $23.83 $8,633 - $10,771	452 Added 3.3%	14,169 $338 Million
Q1 2025 Apr 17, 2025	SELL	$21.23 - $23.75 $83,964 - $93,931	-3,955 Reduced 22.38%	13,717 $295 Million
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $258,881 - $785,936	11,762 Added 199.02%	17,672 $401 Million
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $958 - $1,064	16 Added 0.27%	5,910 $393 Million
Q2 2024 Jul 16, 2024	BUY	$57.57 - $63.3 $29,993 - $32,979	521 Added 9.7%	5,894 $371 Million
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $293,419 - $328,021	5,373 New	5,373 $328 Million

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Aa Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History