AWA
Aaron Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
18,814
+1,381
| +8% | +$126K | 0.18% | 75 |
|
|
2025
Q1 | $1.36M | Buy |
17,433
+282
| +2% | +$22.1K | 0.16% | 92 |
|
|
2024
Q4 | $1.27M | Buy |
17,151
+2,096
| +14% | +$155K | 0.15% | 89 |
|
|
2024
Q3 | $976K | Buy |
15,055
+694
| +5% | +$45K | 0.12% | 119 |
|
|
2024
Q2 | $1.06M | Buy |
14,361
+935
| +7% | +$68.9K | 0.15% | 94 |
|
|
2024
Q1 | $971K | Buy |
13,426
+1,132
| +9% | +$81.9K | 0.14% | 100 |
|
|
2023
Q4 | $846K | Sell |
12,294
-127,857
| -91% | -$8.8M | 0.14% | 91 |
|
|
2023
Q3 | $7.69M | Buy |
140,151
+69,087
| +97% | +$3.79M | 0.99% | 18 |
|
|
2023
Q2 | $4.03M | Buy |
71,064
+2,667
| +4% | +$151K | 0.52% | 38 |
|
|
2023
Q1 | $3.58M | Buy |
68,397
+61,037
| +829% | +$3.2M | 0.49% | 39 |
|
|
2022
Q4 | $613K | Buy |
7,360
+2,433
| +49% | +$203K | 0.09% | 132 |
|
|
2022
Q3 | $354K | Buy |
4,927
+1,393
| +39% | +$100K | 0.07% | 147 |
|
|
2022
Q2 | $223K | Sell |
3,534
-176,383
| -98% | -$11.1M | 0.06% | 175 |
|
|
2022
Q1 | $2.13M | Buy |
+179,917
| New | +$2.13M | 0.03% | 221 |
|