Schwab Strategic Tr us reit etf shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr us reit etf
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All positions including Schwab Strategic Tr us reit etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.5M | 75k | 19.89 |
2023-09-30 | $1.1M | 64k | 17.75 |
2023-06-30 | $1.3M | 69k | 19.53 |
2023-03-31 | $1.4M | 70k | 19.50 |
2022-12-31 | $1.7M | 88k | 19.29 |
2022-09-30 | $2.2M | 120k | 18.69 |
2022-06-30 | $2.3M | 109k | 21.09 |
2022-03-31 | $4.4M | 175k | 24.89 |
2021-12-31 | $3.3M | 63k | 52.68 |
2021-09-30 | $2.5M | 55k | 45.68 |
2021-06-30 | $999k | 22k | 45.80 |
2021-03-31 | $797k | 19k | 41.08 |
2020-12-31 | $12M | 304k | 37.97 |
2020-09-30 | $656k | 19k | 35.35 |
2020-06-30 | $929k | 26k | 35.20 |
2020-03-31 | $726k | 22k | 32.73 |
2019-12-31 | $1.4M | 31k | 45.95 |
2019-09-30 | $1.4M | 29k | 47.16 |
2019-06-30 | $1.6M | 35k | 44.43 |
2019-03-31 | $325k | 7.3k | 44.42 |
2018-09-30 | $517k | 12k | 41.70 |
2018-06-30 | $531k | 13k | 41.76 |
2018-03-31 | $546k | 14k | 38.22 |
2017-12-31 | $728k | 18k | 41.63 |
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