Aries Wealth Management Schwab Strategic Tr 1000 Index Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$35.4 - $44.52 $339,167 - $426,546	-9,581 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$40.46 - $46.8 $387,647 - $448,390	9,581 New	9,581 $422,000

Others Institutions Holding SCHK

# of Institutions

180

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$810 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$102 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.4 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.3 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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