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Aaron Wealth Advisors LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on SCHW, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 23,011 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,011 shares
    Change vs previous 13F +1,611 shares

    0.11% of the 13F portfolio, value $2,249,139.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,400 shares
    Change vs previous 13F -11,290 shares

    0.1% of the 13F portfolio, value $1,974,578.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 32,690 shares
    Change vs previous 13F -4,206 shares

    0.18% of the 13F portfolio, value $3,072,206.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 36,896 shares
    Change vs previous 13F +4,271 shares

    0.21% of the 13F portfolio, value $3,686,279.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 32,625 shares
    Change vs previous 13F +13,811 shares

    0.19% of the 13F portfolio, value $3,114,709.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 18,814 shares
    Change vs previous 13F +1,381 shares

    0.18% of the 13F portfolio, value $1,716,589.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,433 shares
    Change vs previous 13F +282 shares

    0.16% of the 13F portfolio, value $1,364,655.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 17,151 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,269,346.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).