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Schwab Strategic Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $140k 5.0k 27.94
2024-12-31 $2.2k 93 23.12

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View all positions for AE Wealth Management

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr