AWA
Aaron Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
25,289
+4,363
| +21% | +$107K | 0.06% | 193 |
|
|
2025
Q1 | $462K | Sell |
20,926
-6,158
| -23% | -$136K | 0.05% | 232 |
|
|
2024
Q4 | $628K | Buy |
27,084
+18,086
| +201% | +$419K | 0.07% | 164 |
|
|
2024
Q3 | $611K | Buy |
8,998
+56
| +0.6% | +$3.8K | 0.07% | 168 |
|
|
2024
Q2 | $575K | Hold |
8,942
| – | – | 0.08% | 157 |
|
|
2024
Q1 | $555K | Buy |
8,942
+28
| +0.3% | +$1.74K | 0.08% | 152 |
|
|
2023
Q4 | $503K | Buy |
8,914
+636
| +8% | +$35.9K | 0.08% | 139 |
|
|
2023
Q3 | $419K | Sell |
8,278
-154
| -2% | -$7.79K | 0.05% | 167 |
|
|
2023
Q2 | $442K | Buy |
8,432
+1,645
| +24% | +$86.2K | 0.06% | 167 |
|
|
2023
Q1 | $328K | Buy |
+6,787
| New | +$328K | 0.05% | 196 |
|