SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 1,409 Value ($000) $35 Avg Close — Range —
Q3 2025
Shares 1,409 Value ($000) $35 Avg Close — Range —
Q4 2024
Shares 1,084 Value ($000) $26 Avg Close — Range —
Q2 2022
Shares 8,008 Value ($000) $380 Avg Close — Range —
Q1 2022
Shares 36,255 Value ($000) $1,761 Avg Close — Range —
Q4 2021
Shares 139,153 Value ($000) $7,034 Avg Close — Range —
Q3 2021
Shares 172,931 Value ($000) $8,829 Avg Close — Range —
Q2 2021
Shares 222,437 Value ($000) $11,384 Avg Close — Range —
Q1 2021
Shares 148,693 Value ($000) $7,580 Avg Close — Range —