Aa Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Aa Financial Advisors, LLC

$375 Billion
Q4 2024

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 407,772 shares of SCHX stock, worth $9.27 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

407,772

Previous 134,163 203.94%

Holding current value

$9.27 Million

Previous $9.1 Billion 3.84%

% of portfolio

2.52%

Previous 2.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $6.13 Million - $18.7 Million	273,609 Added 203.94%	407,772 $9.45 Billion
Q3 2024 Oct 18, 2024	BUY	$61.11 - $67.85 $118,370 - $131,425	1,937 Added 1.46%	134,163 $9.1 Billion
Q2 2024 Jul 16, 2024	SELL	$58.7 - $64.78 $148,276 - $163,634	-2,526 Reduced 1.87%	132,226 $8.5 Billion
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $117,635 - $131,795	-2,123 Reduced 1.55%	134,752 $8.36 Billion
Q4 2023 Apr 02, 2024	BUY	$48.47 - $56.6 $6.63 Million - $7.75 Million	136,875 New	136,875 $7.72 Billion

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

Ticker SCHX
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Aa Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History