Ae Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Ae Wealth Management LLC holds 480 shares of SCHK stock, worth $13,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
480
Previous 1,501 68.02%
Holding current value
$13,656
Previous $42,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$26.53 - $29.63 $27,087 - $30,252
-1,021 Reduced 68.02%
480 $12,000
Q4 2024

Feb 13, 2025
BUY
$27.45 - $55.56 $41,202 - $83,395
1,501 New
1,501 $42,000
Q3 2019

Nov 05, 2019
SELL
$29.04 - $29.62 $277,448 - $282,989
-9,554 Closed
0 $0
Q2 2019

Jul 22, 2019
SELL
N/A
-15,358 Reduced 61.65%
9,554 $276,000
Q1 2019

May 14, 2019
BUY
N/A
24,912 New
24,912 $693,000

Others Institutions Holding SCHK

# of Institutions
215
Shares Held
70.6M
Call Options Held
3.2K
Put Options Held
8.21K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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