Schwab Strategic Tr 0 shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 49k | 26.95 |
| 2025-06-30 | $1.2M | 44k | 26.68 |
| 2025-03-31 | $1.1M | 41k | 26.89 |
| 2024-12-31 | $3.6M | 139k | 25.83 |
| 2024-09-30 | $2.1M | 40k | 53.87 |
| 2024-06-30 | $2.0M | 38k | 52.01 |
| 2024-03-31 | $2.6M | 50k | 52.16 |
| 2023-12-31 | $13M | 250k | 51.84 |
| 2023-09-30 | $13M | 254k | 50.49 |
| 2023-06-30 | $10M | 197k | 52.43 |
| 2023-03-31 | $9.2M | 171k | 53.61 |
| 2022-12-31 | $22M | 420k | 51.79 |
| 2022-09-30 | $25M | 474k | 51.80 |
| 2022-06-30 | $20M | 362k | 55.80 |
| 2022-03-31 | $22M | 367k | 60.71 |
| 2021-12-31 | $60M | 956k | 62.89 |
| 2021-09-30 | $52M | 823k | 62.58 |
| 2021-06-30 | $5.7M | 91k | 62.51 |
| 2021-03-31 | $3.2M | 52k | 61.15 |
| 2020-12-31 | $17M | 267k | 62.08 |
| 2020-09-30 | $21M | 345k | 61.63 |
| 2020-06-30 | $19M | 321k | 60.02 |
| 2020-03-31 | $7.4M | 128k | 57.51 |
| 2019-12-31 | $12M | 210k | 56.63 |
| 2019-09-30 | $7.9M | 140k | 56.76 |
| 2019-06-30 | $876k | 16k | 56.28 |
| 2017-09-30 | $1.9M | 35k | 55.25 |
| 2017-06-30 | $1.4M | 25k | 55.07 |