SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 267,933 Value ($000) $7,210 Avg Close — Range —
Q3 2025
Shares 93,958 Value ($000) $2,475 Avg Close — Range —
Q2 2025
Shares 67,394 Value ($000) $1,647 Avg Close — Range —
Q1 2025
Shares 463,914 Value ($000) $10,243 Avg Close — Range —
Q4 2024
Shares 232,045 Value ($000) $5,379 Avg Close — Range —
Q3 2024
Shares 13,857 Value ($000) $940 Avg Close — Range —
Q2 2024
Shares 17,562 Value ($000) $1,128 Avg Close — Range —
Q1 2024
Shares 16,432 Value ($000) $1,020 Avg Close — Range —
Q4 2023
Shares 798,079 Value ($000) $46,113 Avg Close — Range —
Q3 2023
Shares 876,423 Value ($000) $44,347 Avg Close — Range —
Q2 2023
Shares 1,112,854 Value ($000) $58,280 Avg Close — Range —
Q1 2023
Shares 1,127,499 Value ($000) $54,537 Avg Close — Range —
Q4 2022
Shares 1,082,122 Value ($000) $48,858 Avg Close — Range —
Q3 2022
Shares 1,143,152 Value ($000) $48,412 Avg Close — Range —
Q2 2022
Shares 736,490 Value ($000) $32,892 Avg Close — Range —
Q1 2022
Shares 170,928 Value ($000) $9,204 Avg Close — Range —
Q4 2021
Shares 67,978 Value ($000) $7,737 Avg Close — Range —
Q3 2021
Shares 53,788 Value ($000) $5,596 Avg Close — Range —
Q2 2021
Shares 120,278 Value ($000) $12,505 Avg Close — Range —
Q1 2021
Shares 69,679 Value ($000) $6,691 Avg Close — Range —
Q4 2020
Shares 11,933 Value ($000) $1,085 Avg Close — Range —
Q3 2020
Shares 10,975 Value ($000) $885 Avg Close — Range —
Q2 2020
Shares 11,813 Value ($000) $875 Avg Close — Range —
Q1 2020
Shares 14,817 Value ($000) $908 Avg Close — Range —
Q4 2019
Shares 15,175 Value ($000) $1,166 Avg Close — Range —
Q3 2019
Shares 12,333 Value ($000) $875 Avg Close — Range —
Q2 2019
Shares 16,182 Value ($000) $1,136 Avg Close — Range —
Q1 2019
Shares 29,357 Value ($000) $1,985 Avg Close — Range —
Q4 2018
Shares 46,124 Value ($000) $2,754 Avg Close — Range —
Q3 2018
Shares 35,989 Value ($000) $2,503 Avg Close — Range —
Q2 2018
Shares 21,136 Value ($000) $1,374 Avg Close — Range —
Q1 2018
Shares 8,238 Value ($000) $520 Avg Close — Range —
Q4 2017
Shares 8,495 Value ($000) $542 Avg Close — Range —