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

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$24.31 - $49.53 $26,352 - $53,690	1,084 New	1,084 $26,000
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

131

Shares Held

7.67M

Call Options Held

0

Put Options Held

6K

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.