Aries Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Aries Wealth Management

$357 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$70.31 - $80.24 $281,661 - $321,441	-4,006 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$75.14 - $81.94 $301,010 - $328,251	4,006 New	4,006 $316,000

Others Institutions Holding SCHD

# of Institutions

1,845

Shares Held

469M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$750 Million
13.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$607 Million
0.22% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$423 Million
4.17% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$322 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$309 Million
8.18% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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