Schwab Strategic Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Schwab Strategic Tr
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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 | $16k | 640 | 25.61 |
| 2025-06-30 | $17k | 672 | 25.18 |
| 2025-03-31 | $25k | 970 | 25.37 |
| 2024-12-31 | $5.0k | 196 | 25.68 |
| 2023-12-31 | $473k | 9.1k | 52.02 |