Ae Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ae Wealth Management LLC holds 351,473 shares of SCHG stock, worth $11.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
351,473
Previous 361,031 2.65%
Holding current value
$11.3 Million
Previous $11.5 Million 1.58%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jan 26, 2026
SELL
$31.41 - $33.69 $300,216 - $322,009
-9,558 Reduced 2.65%
351,473 $11.3 Million
Q3 2025

Nov 03, 2025
BUY
$28.92 - $32.19 $724,243 - $806,134
25,043 Added 7.45%
361,031 $11.5 Million
Q2 2025

Aug 06, 2025
BUY
$22.27 - $29.21 $1.98 Million - $2.6 Million
89,025 Added 36.05%
335,988 $9.81 Million
Q1 2025

May 06, 2025
SELL
$24.91 - $29.02 $1.33 Million - $1.55 Million
-53,359 Reduced 17.77%
246,963 $6.18 Million
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $5.74 Million - $23.3 Million
221,386 Added 280.46%
300,322 $8.37 Million
Q3 2024

Nov 14, 2024
SELL
$92.63 - $105.69 $690,741 - $788,130
-7,457 Reduced 8.63%
78,936 $8.22 Million
Q2 2024

Aug 12, 2024
BUY
$87.04 - $101.61 $2.85 Million - $3.33 Million
32,780 Added 61.14%
86,393 $8.71 Million
Q1 2024

May 15, 2024
SELL
$80.6 - $93.32 $14.4 Million - $16.7 Million
-179,174 Reduced 76.97%
53,613 $4.97 Million
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $400,717 - $476,709
5,718 Added 2.52%
232,787 $19.3 Million
Q3 2023

Oct 11, 2023
SELL
$71.99 - $78.02 $6.57 Million - $7.13 Million
-91,326 Reduced 28.68%
227,069 $16.5 Million
Q2 2023

Jul 10, 2023
BUY
$63.6 - $74.95 $5.66 Million - $6.67 Million
89,035 Added 38.82%
318,395 $23.9 Million
Q1 2023

Apr 14, 2023
BUY
$54.19 - $65.17 $3.51 Million - $4.22 Million
64,690 Added 39.28%
229,360 $14.9 Million
Q4 2022

Jan 31, 2023
BUY
$54.31 - $60.76 $2.11 Million - $2.36 Million
38,826 Added 30.85%
164,670 $9.15 Million
Q3 2022

Oct 25, 2022
BUY
$55.81 - $69.25 $759,853 - $942,838
13,615 Added 12.13%
125,844 $7.02 Million
Q2 2022

Aug 03, 2022
BUY
$55.73 - $76.55 $736,862 - $1.01 Million
13,222 Added 13.35%
112,229 $6.51 Million
Q1 2022

Apr 18, 2022
SELL
$65.63 - $82.62 $2.16 Million - $2.72 Million
-32,946 Reduced 24.97%
99,007 $7.41 Million
Q4 2021

Jan 20, 2022
BUY
$73.11 - $83.4 $2.22 Million - $2.53 Million
30,392 Added 29.92%
131,953 $21.6 Million
Q3 2021

Nov 01, 2021
SELL
$73.24 - $78.94 $21.1 Million - $22.7 Million
-288,064 Reduced 73.93%
101,561 $15 Million
Q2 2021

Jul 21, 2021
BUY
$65.3 - $73.24 $23.1 Million - $25.9 Million
353,553 Added 980.13%
389,625 $56.9 Million
Q1 2021

Apr 27, 2021
BUY
$61.41 - $68.35 $380,619 - $423,633
6,198 Added 20.75%
36,072 $4.68 Million
Q4 2020

Feb 01, 2021
SELL
$55.95 - $64.38 $4.69 Million - $5.4 Million
-83,806 Reduced 73.72%
29,874 $3.84 Million
Q3 2020

Nov 06, 2020
BUY
$51.42 - $61.56 $4.1 Million - $4.91 Million
79,828 Added 235.81%
113,680 $13.1 Million
Q2 2020

Aug 05, 2020
SELL
$37.99 - $51.32 $1.02 Million - $1.38 Million
-26,861 Reduced 44.24%
33,852 $3.44 Million
Q1 2020

May 07, 2020
BUY
$34.6 - $51.17 $134,421 - $198,795
3,885 Added 6.84%
60,713 $4.84 Million
Q4 2019

Jan 15, 2020
BUY
$40.97 - $46.72 $1.69 Million - $1.93 Million
41,225 Added 264.21%
56,828 $5.28 Million
Q3 2019

Nov 05, 2019
BUY
$41.7 - $42.86 $27,021 - $27,773
648 Added 4.33%
15,603 $1.31 Million
Q2 2019

Jul 22, 2019
BUY
N/A
2,704 Added 22.07%
14,955 $1.24 Million
Q1 2019

May 14, 2019
BUY
N/A
3,653 Added 42.49%
12,251 $973,000
Q4 2018

Feb 15, 2019
SELL
N/A
-3,715 Reduced 30.17%
8,598 $593,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,818 Added 17.32%
12,313 $1.01 Million
Q2 2018

Aug 15, 2018
BUY
N/A
562 Added 5.66%
10,495 $795,000
Q1 2018

May 14, 2018
BUY
N/A
4,208 Added 73.5%
9,933 $712,000
Q4 2017

Feb 06, 2018
BUY
N/A
5,725
5,725 $405,000

Others Institutions Holding SCHG

# of Institutions
1,704
Shares Held
863M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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