Schwab U S Broad Market ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $681k | 27k | 25.71 |
| 2025-06-30 | $607k | 25k | 23.83 |
| 2025-03-31 | $718k | 33k | 21.53 |
| 2024-12-31 | $631k | 28k | 22.70 |
| 2024-09-30 | $458k | 8.5k | 54.00 |
| 2024-06-30 | $659k | 13k | 51.00 |
| 2024-03-31 | $697k | 11k | 61.05 |
| 2023-12-31 | $10M | 177k | 56.82 |
| 2023-09-30 | $17M | 345k | 49.85 |
| 2023-06-30 | $24M | 465k | 51.70 |
| 2023-03-31 | $37M | 771k | 47.85 |
| 2022-12-31 | $37M | 828k | 44.81 |
| 2022-09-30 | $31M | 747k | 41.99 |
| 2022-06-30 | $29M | 653k | 44.19 |
| 2022-03-31 | $449k | 8.4k | 53.45 |
| 2021-12-31 | $423k | 3.7k | 113.10 |
| 2021-09-30 | $359k | 3.5k | 103.85 |
| 2021-06-30 | $349k | 3.3k | 104.30 |
| 2021-03-31 | $317k | 3.3k | 96.73 |
| 2020-12-31 | $301k | 3.3k | 90.99 |
| 2020-09-30 | $214k | 2.7k | 79.70 |
| 2019-12-31 | $255k | 3.3k | 76.74 |
| 2019-06-30 | $410k | 5.8k | 70.48 |
| 2019-03-31 | $800k | 12k | 68.09 |
| 2018-12-31 | $353k | 5.9k | 60.00 |