Ae Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ae Wealth Management LLC holds 10,929 shares of SCHC stock, worth $492,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,929
Previous 9,286 17.69%
Holding current value
$492,242
Previous $422,000 16.59%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$44.43 - $46.12 $72,998 - $75,775
1,643 Added 17.69%
10,929 $492,000
Q3 2025

Nov 03, 2025
BUY
$42.28 - $45.71 $82,868 - $89,591
1,960 Added 26.75%
9,286 $422,000
Q2 2025

Aug 06, 2025
SELL
$32.41 - $42.59 $13,482 - $17,717
-416 Reduced 5.37%
7,326 $312,000
Q1 2025

May 06, 2025
SELL
$33.57 - $37.22 $30,716 - $34,056
-915 Reduced 10.57%
7,742 $277,000
Q4 2024

Feb 13, 2025
SELL
$33.93 - $38.37 $22,156 - $25,055
-653 Reduced 7.01%
8,657 $297,000
Q3 2024

Nov 14, 2024
SELL
$34.48 - $38.87 $51,651 - $58,227
-1,498 Reduced 13.86%
9,310 $358,000
Q2 2024

Aug 12, 2024
BUY
$34.12 - $36.71 $103,793 - $111,671
3,042 Added 39.17%
10,808 $384,000
Q1 2024

May 15, 2024
SELL
$33.2 - $35.86 $313,242 - $338,339
-9,435 Reduced 54.85%
7,766 $278,000
Q4 2023

Feb 14, 2024
BUY
$30.0 - $35.05 $103,500 - $120,922
3,450 Added 25.09%
17,201 $600,000
Q3 2023

Oct 11, 2023
BUY
$32.0 - $35.51 $142,784 - $158,445
4,462 Added 48.04%
13,751 $443,000
Q2 2023

Jul 10, 2023
BUY
$32.67 - $34.58 $48,286 - $51,109
1,478 Added 18.92%
9,289 $313,000
Q1 2023

Apr 14, 2023
BUY
$31.54 - $34.93 $246,358 - $272,838
7,811 New
7,811 $263,000
Q4 2021

Jan 20, 2022
SELL
$39.06 - $43.63 $279,044 - $311,692
-7,144 Closed
0 $0
Q3 2021

Nov 01, 2021
BUY
$40.41 - $44.08 $32,570 - $35,528
806 Added 12.72%
7,144 $297,000
Q2 2021

Jul 21, 2021
BUY
$40.16 - $43.04 $18,915 - $20,271
471 Added 8.03%
6,338 $264,000
Q1 2021

Apr 27, 2021
SELL
$37.4 - $40.42 $10,546 - $11,398
-282 Reduced 4.59%
5,867 $231,000
Q4 2020

Feb 01, 2021
BUY
$31.39 - $37.85 $193,017 - $232,739
6,149 New
6,149 $232,000
Q1 2020

May 07, 2020
SELL
$20.7 - $34.9 $228,424 - $385,121
-11,035 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$31.2 - $34.65 $344,292 - $382,362
11,035 New
11,035 $382,000

Others Institutions Holding SCHC

# of Institutions
525
Shares Held
45.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email