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Schwab Strategic Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) 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 $1.1k 43 26.72
2025-06-30 $509 19 26.84
2025-03-31 $27k 1.0k 26.11
2024-12-31 $45k 1.7k 26.17

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr