Schwab Strategic Tr 0 shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr 0 by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $13M | 250k | 51.84 |
2023-09-30 | $13M | 254k | 50.49 |
2023-06-30 | $10M | 197k | 52.43 |
2023-03-31 | $9.2M | 171k | 53.61 |
2022-12-31 | $22M | 420k | 51.79 |
2022-09-30 | $25M | 474k | 51.80 |
2022-06-30 | $20M | 362k | 55.80 |
2022-03-31 | $22M | 367k | 60.71 |
2021-12-31 | $60M | 956k | 62.89 |
2021-09-30 | $52M | 823k | 62.58 |
2021-06-30 | $5.7M | 91k | 62.51 |
2021-03-31 | $3.2M | 52k | 61.15 |
2020-12-31 | $17M | 267k | 62.08 |
2020-09-30 | $21M | 345k | 61.63 |
2020-06-30 | $19M | 321k | 60.02 |
2020-03-31 | $7.4M | 128k | 57.51 |
2019-12-31 | $12M | 210k | 56.63 |
2019-09-30 | $7.9M | 140k | 56.76 |
2019-06-30 | $876k | 16k | 56.28 |
2017-09-30 | $1.9M | 35k | 55.25 |
2017-06-30 | $1.4M | 25k | 55.07 |