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

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,409 shares of SCHJ stock, worth $34,999. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,409

Holding current value

$34,999

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$24.65 - $24.98 $34,731 - $35,196	1,409 New	1,409 $35,000
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

125

Shares Held

7.36M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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