Ae Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,630 shares of SCHI stock, worth $80,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,630

Previous 6,344 42.78%

Holding current value

$80,949

Previous $140,000 42.14%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$21.77 - $22.56 $59,083 - $61,227	-2,714 Reduced 42.78%	3,630 $81,000
Q4 2024 Feb 13, 2025	BUY	$22.02 - $46.16 $139,694 - $292,839	6,344 New	6,344 $140,000
Q3 2023 Oct 11, 2023	BUY	$42.12 - $44.19 $1.33 Million - $1.39 Million	31,513 New	31,513 $1.33 Million
Q4 2021 Jan 20, 2022	SELL	$51.18 - $52.35 $377,247 - $385,871	-7,371 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$52.2 - $53.14 $1.91 Million - $1.95 Million	-36,633 Reduced 83.25%	7,371 $385,000
Q2 2021 Jul 21, 2021	SELL	$51.28 - $52.56 $1.24 Million - $1.27 Million	-24,245 Reduced 35.52%	44,004 $2.31 Million
Q1 2021 Apr 27, 2021	BUY	$51.17 - $53.57 $3.49 Million - $3.66 Million	68,249 New	68,249 $3.51 Million

Others Institutions Holding SCHI

# of Institutions

231

Shares Held

48.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Ae Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History