Schwab U S Small Cap ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $508k | 10k | 49.23 |
| 2023-12-31 | $12M | 251k | 46.17 |
| 2023-09-30 | $9.7M | 234k | 41.42 |
| 2023-06-30 | $8.8M | 201k | 43.80 |
| 2023-03-31 | $8.0M | 192k | 41.93 |
| 2022-12-31 | $9.3M | 230k | 40.51 |
| 2022-09-30 | $7.8M | 207k | 37.80 |
| 2022-06-30 | $8.4M | 214k | 38.99 |
| 2022-03-31 | $14M | 285k | 47.36 |
| 2021-12-31 | $14M | 134k | 102.40 |
| 2021-09-30 | $7.4M | 74k | 100.10 |
| 2021-06-30 | $9.1M | 87k | 104.18 |
| 2021-03-31 | $3.9M | 39k | 99.67 |
| 2020-12-31 | $860k | 9.7k | 89.05 |
| 2020-09-30 | $557k | 8.2k | 68.31 |
| 2020-06-30 | $385k | 5.9k | 65.38 |
| 2019-12-31 | $308k | 4.1k | 75.71 |
| 2019-09-30 | $318k | 4.6k | 69.68 |
| 2019-06-30 | $213k | 3.0k | 71.50 |
| 2018-12-31 | $213k | 3.5k | 60.81 |