Aaron Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Aaron Wealth Advisors LLC

$863 Million
Q1 2025

A detailed history of Aaron Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 34,020 shares of SCHD stock, worth $890,303. This represents 0.11% of its overall portfolio holdings.

Number of Shares

34,020

Previous 36,147 5.88%

Holding current value

$890,303

Previous $987,000 3.65%

% of portfolio

0.11%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$27.01 - $28.54 $57,450 - $60,704	-2,127 Reduced 5.88%	34,020 $951,000
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $647,020 - $2.04 Million	24,026 Added 198.22%	36,147 $987,000
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $1,232 - $1,360	16 Added 0.13%	12,121 $1.02 Million
Q2 2024 Jul 22, 2024	SELL	$75.81 - $80.15 $4,548 - $4,809	-60 Reduced 0.49%	12,105 $941,000
Q1 2024 Apr 25, 2024	SELL	$75.25 - $80.63 $263,600 - $282,446	-3,503 Reduced 22.36%	12,165 $980,000
Q4 2023 Jan 26, 2024	SELL	$66.9 - $76.32 $1.28 Million - $1.46 Million	-19,149 Reduced 55.0%	15,668 $1.19 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $2.46 Million - $2.63 Million	34,817 New	34,817 $2.46 Million

Others Institutions Holding SCHD

# of Institutions

1,996

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Aaron Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History