Ae Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ae Wealth Management LLC holds 18,624 shares of SCHM stock, worth $543,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,624
Previous 16,283 14.38%
Holding current value
$543,075
Previous $456,000 21.05%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$28.15 - $30.13 $65,899 - $70,534
2,341 Added 14.38%
18,624 $552,000
Q2 2025

Aug 06, 2025
BUY
$22.92 - $28.05 $192,550 - $235,648
8,401 Added 106.58%
16,283 $456,000
Q1 2025

May 06, 2025
BUY
$25.58 - $29.24 $31,565 - $36,082
1,234 Added 18.56%
7,882 $206,000
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $183,085 - $552,049
6,648 New
6,648 $184,000
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $863,309 - $964,456
-11,844 Reduced 81.14%
2,753 $224,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $194,511 - $234,457
3,087 Added 26.82%
14,597 $1.1 Million
Q3 2023

Oct 11, 2023
BUY
$66.75 - $73.98 $271,539 - $300,950
4,068 Added 54.66%
11,510 $778,000
Q2 2023

Jul 10, 2023
BUY
$65.29 - $71.03 $37,411 - $40,700
573 Added 8.34%
7,442 $528,000
Q1 2023

Apr 14, 2023
SELL
$64.24 - $73.9 $30,706 - $35,324
-478 Reduced 6.51%
6,869 $466,000
Q4 2022

Jan 31, 2023
BUY
$61.05 - $69.94 $76,251 - $87,355
1,249 Added 20.48%
7,347 $482,000
Q3 2022

Oct 25, 2022
BUY
$60.5 - $72.51 $120,032 - $143,859
1,984 Added 48.23%
6,098 $369,000
Q2 2022

Aug 03, 2022
SELL
$60.91 - $76.4 $2.04 Million - $2.56 Million
-33,474 Reduced 89.06%
4,114 $258,000
Q1 2022

Apr 18, 2022
BUY
$70.66 - $80.89 $2.32 Million - $2.65 Million
32,804 Added 685.7%
37,588 $2.85 Million
Q4 2021

Jan 20, 2022
BUY
$76.01 - $83.39 $363,631 - $398,937
4,784 New
4,784 $385,000
Q3 2020

Nov 06, 2020
SELL
$51.99 - $58.83 $205,776 - $232,849
-3,958 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$39.01 - $57.03 $154,401 - $225,724
3,958 New
3,958 $208,000
Q1 2020

May 07, 2020
SELL
$35.83 - $62.24 $139,235 - $241,864
-3,886 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$54.56 - $60.24 $7,474 - $8,252
137 Added 3.65%
3,886 $234,000
Q3 2019

Nov 05, 2019
SELL
$56.23 - $57.59 $127,529 - $130,614
-2,268 Reduced 37.69%
3,749 $212,000
Q2 2019

Jul 22, 2019
SELL
N/A
-8,141 Reduced 57.5%
6,017 $344,000
Q1 2019

May 14, 2019
BUY
N/A
14,158 New
14,158 $784,000

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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