Ae Wealth Management LLC Schwab Strategic Tr Long Term Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ae Wealth Management LLC holds 7 shares of SCHQ stock, worth $227. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$227

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$31.33 - $35.13 $219 - $245	7 New	7 $0

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.4M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$92.1 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.8 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$27 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.5 Million
2.36% of portfolio
Raymond James Financial Inc St. Petersburg, FL

356K
Shares

$11.6 Million
0.0% of portfolio

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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