Ae Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$46.81 - $48.49 $1.32 Million - $1.37 Million	-28,247 Reduced 77.91%	8,008 $380,000
Q1 2022 Apr 18, 2022	SELL	$48.35 - $50.5 $4.98 Million - $5.2 Million	-102,898 Reduced 73.95%	36,255 $1.76 Million
Q4 2021 Jan 20, 2022	SELL	$50.42 - $51.09 $1.7 Million - $1.73 Million	-33,778 Reduced 19.53%	139,153 $7.03 Million
Q3 2021 Nov 01, 2021	SELL	$51.05 - $51.3 $2.53 Million - $2.54 Million	-49,506 Reduced 22.26%	172,931 $8.83 Million
Q2 2021 Jul 21, 2021	BUY	$50.92 - $51.3 $3.76 Million - $3.78 Million	73,744 Added 49.59%	222,437 $11.4 Million
Q1 2021 Apr 27, 2021	BUY	$50.81 - $51.4 $7.56 Million - $7.64 Million	148,693 New	148,693 $7.58 Million

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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