Aries Wealth Management Schwab Strategic Tr Intl Small Transaction History

Aries Wealth Management

$316 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$31.0 - $38.49 $706,800 - $877,572	-22,800 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$34.89 - $41.24 $795,492 - $940,272	22,800 New	22,800 $866,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.53 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$173 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$135 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$90.6 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$66.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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