Aaron Wealth Advisors LLC Schwab Charles Corp Transaction History

Aaron Wealth Advisors LLC

$964 Million
Q2 2025

A detailed history of Aaron Wealth Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 18,814 shares of SCHW stock, worth $1.84 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

18,814

Previous 17,433 7.92%

Holding current value

$1.84 Million

Previous $1.36 Million 25.81%

% of portfolio

0.18%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$69.06 - $91.24 $95,371 - $126,002	1,381 Added 7.92%	18,814 $1.72 Million
Q1 2025 Apr 28, 2025	BUY	$71.24 - $83.64 $20,089 - $23,586	282 Added 1.64%	17,433 $1.36 Million
Q4 2024 Jan 15, 2025	BUY	$63.31 - $82.85 $132,697 - $173,653	2,096 Added 13.92%	17,151 $1.27 Million
Q3 2024 Oct 17, 2024	BUY	$61.74 - $76.08 $42,847 - $52,799	694 Added 4.83%	15,055 $975,000
Q2 2024 Jul 22, 2024	BUY	$70.03 - $78.9 $65,478 - $73,771	935 Added 6.96%	14,361 $1.06 Million
Q1 2024 Apr 25, 2024	BUY	$61.89 - $72.38 $70,059 - $81,934	1,132 Added 9.21%	13,426 $971,000
Q4 2023 Jan 26, 2024	SELL	$49.33 - $70.98 $6.31 Million - $9.08 Million	-127,857 Reduced 91.23%	12,294 $845,000
Q3 2023 Oct 19, 2023	BUY	$54.2 - $67.94 $3.74 Million - $4.69 Million	69,087 Added 97.22%	140,151 $7.69 Million
Q2 2023 Jul 26, 2023	BUY	$47.37 - $57.14 $126,335 - $152,392	2,667 Added 3.9%	71,064 $4.03 Million
Q1 2023 May 02, 2023	BUY	$51.91 - $85.6 $3.17 Million - $5.22 Million	61,037 Added 829.31%	68,397 $3.58 Million
Q4 2022 Jan 24, 2023	BUY	$67.43 - $83.26 $164,057 - $202,571	2,433 Added 49.38%	7,360 $0
Q3 2022 Oct 21, 2022	BUY	$21.16 - $74.92 $29,475 - $104,363	1,393 Added 39.42%	4,927 $354,000
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $10.6 Million - $14.8 Million	-176,383 Reduced 98.04%	3,534 $223,000
Q1 2022 May 10, 2022	BUY	$75.69 - $95.53 $13.6 Million - $17.2 Million	179,917 New	179,917 $2.13 Million

Others Institutions Holding SCHW

# of Institutions

2,367

Shares Held

1.47B

Call Options Held

17.4M

Put Options Held

19.9M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $178B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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Aaron Wealth Advisors LLC Schwab Charles Corp Transaction History