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Schwab Strategic Tr us lrg cap etf shares owned by Aaron Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Aaron Wealth Advisors from 13F filings

Historical chart of Aaron Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $628k 27k 23.18
2024-09-30 $611k 9.0k 67.85
2024-06-30 $575k 8.9k 64.25
2024-03-31 $555k 8.9k 62.06
2023-12-31 $503k 8.9k 56.40
2023-09-30 $419k 8.3k 50.60
2023-06-30 $442k 8.4k 52.37
2023-03-31 $328k 6.8k 48.37

More positions owned by Aaron Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Amgen (AMGN)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Freeport-mcmoran CL B (FCX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Aaron Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Sei Investments
HBK Sorce Advisory
Moneta Group Investment Advisors
Sage Financial
Northwestern Mutual Wealth Management Company
HPM Partners
UBS Group
Campbell Wealth Management
Diversified Enterprises
Envestnet Asset Management
Mercer Global Advisors
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf