A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 39,632 shares of SCHP stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,632
Previous 38,127 3.95%
Holding current value
$1.02 Million
Previous $1.98 Million 7.21%
% of portfolio
0.02%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$51.58 - $53.79 $77,627 - $80,953
1,505 Added 3.95%
39,632 $2.13 Million
Q2 2024

Aug 12, 2024

SELL
$51.1 - $52.24 $624,339 - $638,268
-12,218 Reduced 24.27%
38,127 $1.98 Million
Q1 2024

May 15, 2024

SELL
$51.32 - $52.45 $10.3 Million - $10.5 Million
-199,951 Reduced 79.89%
50,345 $2.63 Million
Q4 2023

Feb 14, 2024

SELL
$49.69 - $52.46 $177,989 - $187,911
-3,582 Reduced 1.41%
250,296 $13.1 Million
Q3 2023

Oct 11, 2023

BUY
$50.37 - $52.48 $2.86 Million - $2.98 Million
56,827 Added 28.84%
253,878 $12.8 Million
Q2 2023

Jul 10, 2023

BUY
$52.18 - $54.02 $1.36 Million - $1.41 Million
26,145 Added 15.3%
197,051 $10.3 Million
Q1 2023

Apr 14, 2023

SELL
$51.68 - $53.62 $12.9 Million - $13.4 Million
-249,419 Reduced 59.34%
170,906 $9.16 Million
Q4 2022

Jan 31, 2023

SELL
$51.47 - $53.83 $2.74 Million - $2.86 Million
-53,195 Reduced 11.23%
420,325 $21.8 Million
Q3 2022

Oct 25, 2022

BUY
$51.8 - $57.88 $5.76 Million - $6.43 Million
111,130 Added 30.67%
473,520 $24.5 Million
Q2 2022

Aug 03, 2022

SELL
$55.59 - $60.15 $251,044 - $271,637
-4,516 Reduced 1.23%
362,390 $20.2 Million
Q1 2022

Apr 18, 2022

SELL
$59.94 - $62.99 $35.3 Million - $37.1 Million
-589,123 Reduced 61.62%
366,906 $22.3 Million
Q4 2021

Jan 20, 2022

BUY
$62.25 - $63.89 $8.3 Million - $8.52 Million
133,308 Added 16.2%
956,029 $60.1 Million
Q3 2021

Nov 01, 2021

BUY
$62.25 - $63.89 $45.6 Million - $46.8 Million
731,762 Added 804.5%
822,721 $51.5 Million
Q2 2021

Jul 21, 2021

BUY
$61.03 - $62.53 $2.38 Million - $2.44 Million
39,073 Added 75.31%
90,959 $5.69 Million
Q1 2021

Apr 27, 2021

SELL
$60.52 - $62.31 $13 Million - $13.4 Million
-215,134 Reduced 80.57%
51,886 $3.17 Million
Q4 2020

Feb 01, 2021

SELL
$60.73 - $62.08 $4.76 Million - $4.86 Million
-78,310 Reduced 22.68%
267,020 $16.6 Million
Q3 2020

Nov 06, 2020

BUY
$60.05 - $61.93 $1.48 Million - $1.53 Million
24,726 Added 7.71%
345,330 $21.3 Million
Q2 2020

Aug 05, 2020

BUY
$57.69 - $60.12 $11.1 Million - $11.6 Million
192,460 Added 150.19%
320,604 $19.2 Million
Q1 2020

May 07, 2020

SELL
$53.09 - $59.55 $4.35 Million - $4.88 Million
-81,941 Reduced 39.0%
128,144 $7.37 Million
Q4 2019

Jan 15, 2020

BUY
$56.32 - $57.23 $3.95 Million - $4.01 Million
70,123 Added 50.1%
210,085 $11.9 Million
Q3 2019

Nov 05, 2019

BUY
$56.24 - $57.07 $7 Million - $7.1 Million
124,398 Added 799.27%
139,962 $7.94 Million
Q2 2019

Jul 22, 2019

BUY
N/A
15,564 New
15,564 $876,000
Q4 2017

Feb 06, 2018

SELL
N/A
-35,202 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
10,362 Added 41.71%
35,202 $1.95 Million
Q2 2017

Aug 14, 2017

BUY
N/A
24,840
24,840 $1.37 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.