SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Aaron Wealth Advisors LLC's Holding History (CIK: 0001812198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 34,049 Value ($000) $934 Avg Close Range
Q3 2025
Shares 34,045 Value ($000) $929 Avg Close Range
Q2 2025
Shares 34,188 Value ($000) $906 Avg Close Range
Q1 2025
Shares 34,020 Value ($000) $951 Avg Close Range
Q4 2024
Shares 36,147 Value ($000) $988 Avg Close Range
Q3 2024
Shares 12,121 Value ($000) $1,025 Avg Close Range
Q2 2024
Shares 12,105 Value ($000) $941 Avg Close Range
Q1 2024
Shares 12,165 Value ($000) $981 Avg Close Range
Q4 2023
Shares 15,668 Value ($000) $1,193 Avg Close Range
Q3 2023
Shares 34,817 Value ($000) $2,464 Avg Close Range