Schwab Strategic Tr us aggregate b shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 147k | 47.52 |
| 2024-06-30 | $7.3M | 160k | 45.58 |
| 2024-03-31 | $7.2M | 157k | 46.00 |
| 2023-12-31 | $6.3M | 137k | 46.07 |
| 2023-09-30 | $8.7M | 196k | 44.23 |
| 2023-06-30 | $8.6M | 186k | 46.16 |
| 2023-03-31 | $9.7M | 207k | 46.91 |
| 2022-12-31 | $5.3M | 116k | 45.65 |
| 2022-09-30 | $5.4M | 119k | 45.31 |
| 2022-06-30 | $6.2M | 130k | 47.87 |
| 2022-03-31 | $6.4M | 127k | 50.57 |
| 2021-12-31 | $215k | 4.0k | 53.78 |
| 2020-09-30 | $264k | 4.7k | 56.06 |
| 2020-06-30 | $248k | 4.4k | 56.25 |
| 2020-03-31 | $492k | 9.1k | 54.21 |
| 2019-12-31 | $1.1M | 22k | 53.44 |
| 2019-09-30 | $256k | 4.7k | 53.91 |
| 2019-06-30 | $294k | 5.6k | 52.96 |
| 2019-03-31 | $341k | 6.6k | 51.92 |
| 2018-12-31 | $479k | 9.5k | 50.60 |
| 2018-09-30 | $250k | 5.0k | 50.27 |
| 2018-03-31 | $297k | 5.8k | 50.99 |
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