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Schwab Strategic Tr 1 5yr corp bd shares owned by AE Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Schwab Strategic Tr 1 5yr corp bd

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd 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 1 5yr corp bd by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 1.4k 24.95
2024-12-31 $26k 1.1k 24.38
2022-06-30 $380k 8.0k 47.45
2022-03-31 $1.8M 36k 48.57
2021-12-31 $7.0M 139k 50.55
2021-09-30 $8.8M 173k 51.06
2021-06-30 $11M 222k 51.18
2021-03-31 $7.6M 149k 50.98

More positions owned by AE Wealth Management

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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

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View all funds holding Schwab Strategic Tr 1 5yr corp bd