Ae Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,577 shares of SCHO stock, worth $111,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,577
Previous 6,882 33.49%
Holding current value
$111,449
Previous $167,000 33.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$24.23 - $24.42 $55,850 - $56,288
-2,305 Reduced 33.49%
4,577 $111,000
Q2 2025

Aug 06, 2025
SELL
$24.19 - $24.45 $395,458 - $399,708
-16,348 Reduced 70.37%
6,882 $167,000
Q1 2025

May 06, 2025
BUY
$24.1 - $24.34 $468,214 - $472,877
19,428 Added 510.99%
23,230 $565,000
Q4 2024

Feb 13, 2025
BUY
$24.06 - $48.88 $91,476 - $185,841
3,802 New
3,802 $91,000
Q2 2024

Aug 12, 2024
BUY
$47.75 - $48.13 $206,041 - $207,680
4,315 New
4,315 $207,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $3.59 Million - $3.65 Million
-75,239 Reduced 61.09%
47,926 $2.32 Million
Q3 2023

Oct 11, 2023
BUY
$47.78 - $48.2 $25,801 - $26,028
540 Added 0.44%
123,165 $5.9 Million
Q2 2023

Jul 10, 2023
BUY
$48.06 - $48.89 $1.42 Million - $1.45 Million
29,565 Added 31.77%
122,625 $5.89 Million
Q1 2023

Apr 14, 2023
BUY
$47.8 - $49.0 $3.93 Million - $4.03 Million
82,253 Added 761.11%
93,060 $4.54 Million
Q4 2022

Jan 31, 2023
BUY
$47.89 - $48.47 $155,019 - $156,897
3,237 Added 42.76%
10,807 $521,000
Q3 2022

Oct 25, 2022
SELL
$48.15 - $49.37 $39,194 - $40,187
-814 Reduced 9.71%
7,570 $365,000
Q2 2022

Aug 03, 2022
BUY
$48.73 - $49.59 $124,164 - $126,355
2,548 Added 43.66%
8,384 $412,000
Q1 2022

Apr 18, 2022
SELL
$49.47 - $50.82 $486,537 - $499,814
-9,835 Reduced 62.76%
5,836 $289,000
Q4 2021

Jan 20, 2022
SELL
$50.83 - $51.21 $572,701 - $576,983
-11,267 Reduced 41.83%
15,671 $797,000
Q3 2021

Nov 01, 2021
SELL
$51.18 - $51.3 $6.09 Million - $6.1 Million
-118,952 Reduced 81.54%
26,938 $1.38 Million
Q2 2021

Jul 21, 2021
BUY
$51.19 - $51.33 $2.89 Million - $2.9 Million
56,497 Added 63.2%
145,890 $7.47 Million
Q1 2021

Apr 27, 2021
BUY
$51.27 - $51.41 $562,585 - $564,121
10,973 Added 13.99%
89,393 $4.59 Million
Q4 2020

Feb 01, 2021
SELL
$51.37 - $51.48 $7.83 Million - $7.85 Million
-152,444 Reduced 66.03%
78,420 $4.03 Million
Q3 2020

Nov 06, 2020
BUY
$51.49 - $51.63 $4.63 Million - $4.64 Million
89,825 Added 63.69%
230,864 $11.9 Million
Q2 2020

Aug 05, 2020
BUY
$51.53 - $51.71 $5.1 Million - $5.12 Million
98,984 Added 235.37%
141,039 $7.28 Million
Q1 2020

May 07, 2020
BUY
$50.48 - $51.73 $407,878 - $417,978
8,080 Added 23.78%
42,055 $2.18 Million
Q4 2019

Jan 15, 2020
BUY
$50.38 - $50.71 $1.26 Million - $1.27 Million
25,025 Added 279.61%
33,975 $1.72 Million
Q3 2019

Nov 05, 2019
BUY
$50.39 - $50.59 $237,790 - $238,734
4,719 Added 111.53%
8,950 $453,000
Q2 2019

Jul 22, 2019
SELL
N/A
-1,216 Reduced 22.32%
4,231 $214,000
Q1 2019

May 14, 2019
BUY
N/A
5,447 New
5,447 $273,000
Q1 2018

May 14, 2018
SELL
N/A
-4,187 Closed
0 $0
Q4 2017

Feb 06, 2018
BUY
N/A
4,187
4,187 $209,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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