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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |