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Schwab 1000 Index Etf etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Schwab 1000 Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf 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 1000 Index Etf etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 501 32.12
2025-06-30 $122k 4.1k 29.82
2025-03-31 $13k 480 26.92
2024-12-31 $43k 1.5k 28.31
2019-06-30 $276k 9.6k 28.89
2019-03-31 $693k 25k 27.82