Schwab Strategic Tr cmn shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 36k | 70.54 |
| 2023-09-30 | $3.9M | 60k | 64.46 |
| 2023-06-30 | $2.7M | 40k | 67.09 |
| 2023-03-31 | $2.7M | 41k | 65.58 |
| 2022-12-31 | $2.6M | 40k | 66.02 |
| 2022-09-30 | $2.0M | 34k | 58.51 |
| 2022-06-30 | $1.5M | 24k | 62.43 |
| 2022-03-31 | $2.1M | 29k | 71.40 |
| 2021-12-31 | $7.6M | 104k | 73.22 |
| 2021-09-30 | $6.9M | 102k | 67.48 |
| 2021-06-30 | $6.8M | 100k | 68.37 |
| 2021-03-31 | $7.3M | 112k | 65.28 |
| 2020-12-31 | $6.1M | 103k | 59.53 |
| 2020-09-30 | $2.1M | 40k | 52.18 |
| 2020-06-30 | $2.1M | 41k | 50.11 |
| 2020-03-31 | $1.2M | 26k | 44.26 |
| 2019-12-31 | $1.6M | 27k | 60.11 |
| 2019-09-30 | $1.5M | 26k | 56.74 |
| 2019-06-30 | $1.4M | 26k | 56.14 |
| 2019-03-31 | $735k | 13k | 54.71 |