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Schwab Strategic Tr schwb fdt int sc shares owned by AE Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 2.3k 44.51
2025-06-30 $96k 2.3k 42.05
2025-03-31 $92k 2.5k 36.20
2024-12-31 $98k 2.9k 34.14

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JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Cornerstone Planning Group
GHP Investment Advisors
Burns Wealth Management
Victory Capital Management
Kelman-Lazarov
Citadel Advisors
Flow Traders US
High Probability Advisors
Prairiewood Capital
Advisor Group Holdings
Opes Wealth Management
Collective Family Office
Charles Schwab Trust
Geneos Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc