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

Aa Financial Advisors, LLC

$509 Billion
Q3 2025

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 10,033 shares of SCHX stock, worth $266,275. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,033

Previous 10,262 2.23%

Holding current value

$266,275

Previous $251 Million 5.37%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$24.46 - $26.5 $5,601 - $6,068	-229 Reduced 2.23%	10,033 $264 Million
Q2 2025 Jul 11, 2025	BUY	$19.6 - $24.44 $201,135 - $250,803	10,262 New	10,262 $251 Million
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.

Account

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