SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 10,929 Value ($000) $498 Avg Close — Range —
Q3 2025
Shares 9,286 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 7,326 Value ($000) $312 Avg Close — Range —
Q1 2025
Shares 7,742 Value ($000) $278 Avg Close — Range —
Q4 2024
Shares 8,657 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 9,310 Value ($000) $359 Avg Close — Range —
Q2 2024
Shares 10,808 Value ($000) $385 Avg Close — Range —
Q1 2024
Shares 7,766 Value ($000) $278 Avg Close — Range —
Q4 2023
Shares 17,201 Value ($000) $586 Avg Close — Range —
Q3 2023
Shares 13,751 Value ($000) $443 Avg Close — Range —
Q2 2023
Shares 9,289 Value ($000) $314 Avg Close — Range —
Q1 2023
Shares 7,811 Value ($000) $263 Avg Close — Range —
Q3 2021
Shares 7,144 Value ($000) $297 Avg Close — Range —
Q2 2021
Shares 6,338 Value ($000) $264 Avg Close — Range —
Q1 2021
Shares 5,867 Value ($000) $231 Avg Close — Range —
Q4 2020
Shares 6,149 Value ($000) $232 Avg Close — Range —
Q4 2019
Shares 11,035 Value ($000) $382 Avg Close — Range —