Schwab U S Large Cap Growth ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 361k | 31.91 |
| 2025-06-30 | $9.8M | 336k | 29.22 |
| 2025-03-31 | $6.2M | 247k | 25.04 |
| 2024-12-31 | $6.9M | 300k | 23.00 |
| 2024-09-30 | $0 | 79k | 0.00 |
| 2024-06-30 | $0 | 86k | 0.00 |
| 2024-03-31 | $5.0M | 54k | 92.71 |
| 2023-12-31 | $20M | 233k | 86.38 |
| 2023-09-30 | $17M | 227k | 72.72 |
| 2023-06-30 | $24M | 318k | 74.95 |
| 2023-03-31 | $15M | 229k | 65.17 |
| 2022-12-31 | $9.1M | 165k | 55.56 |
| 2022-09-30 | $7.0M | 126k | 55.81 |
| 2022-06-30 | $6.5M | 112k | 57.99 |
| 2022-03-31 | $7.4M | 99k | 74.82 |
| 2021-12-31 | $22M | 132k | 163.75 |
| 2021-09-30 | $15M | 102k | 148.09 |
| 2021-06-30 | $57M | 390k | 145.96 |
| 2021-03-31 | $4.7M | 36k | 129.77 |
| 2020-12-31 | $3.8M | 30k | 128.41 |
| 2020-09-30 | $13M | 114k | 115.17 |
| 2020-06-30 | $3.4M | 34k | 101.53 |
| 2020-03-31 | $4.8M | 61k | 79.65 |
| 2019-12-31 | $5.3M | 57k | 92.91 |
| 2019-09-30 | $1.3M | 16k | 84.02 |
| 2019-06-30 | $1.2M | 15k | 83.18 |
| 2019-03-31 | $973k | 12k | 79.42 |
| 2018-12-31 | $593k | 8.6k | 68.97 |
| 2018-09-30 | $1.0M | 12k | 82.03 |
| 2018-06-30 | $795k | 11k | 75.75 |
| 2018-03-31 | $712k | 9.9k | 71.68 |
| 2017-12-31 | $405k | 5.7k | 70.74 |
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