Ae Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 70,030 shares of SCHR stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
70,030
Previous 15,893 340.63%
Holding current value
$1.76 Million
Previous $397,000 343.07%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$24.69 - $25.26 $1.34 Million - $1.37 Million
54,137 Added 340.63%
70,030 $1.76 Million
Q2 2025

Aug 06, 2025
BUY
$24.54 - $25.07 $208,148 - $212,643
8,482 Added 114.45%
15,893 $397,000
Q1 2025

May 06, 2025
SELL
$24.05 - $24.86 $36,964 - $38,209
-1,537 Reduced 17.18%
7,411 $184,000
Q4 2024

Feb 13, 2025
BUY
$24.19 - $50.58 $98,598 - $206,164
4,076 Added 83.66%
8,948 $217,000
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $235,804 - $248,033
4,872 New
4,872 $246,000
Q1 2024

May 15, 2024
SELL
$48.64 - $49.88 $3,696 - $3,790
-76 Reduced 0.14%
54,607 $2.68 Million
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $2.58 Million - $2.73 Million
54,683 New
54,683 $2.72 Million
Q1 2023

Apr 14, 2023
BUY
$48.55 - $50.78 $14,176 - $14,827
292 Added 5.03%
6,101 $307,000
Q4 2022

Jan 31, 2023
SELL
$48.12 - $50.24 $124,053 - $129,518
-2,578 Reduced 30.74%
5,809 $285,000
Q3 2022

Oct 25, 2022
SELL
$48.68 - $52.54 $916,254 - $988,907
-18,822 Reduced 69.18%
8,387 $412,000
Q2 2022

Aug 03, 2022
SELL
$50.08 - $52.78 $3.74 Million - $3.94 Million
-74,622 Reduced 73.28%
27,209 $1.4 Million
Q1 2022

Apr 18, 2022
BUY
$52.72 - $55.84 $3.59 Million - $3.8 Million
68,092 Added 201.82%
101,831 $5.42 Million
Q4 2021

Jan 20, 2022
SELL
$55.82 - $56.81 $1.98 Million - $2.01 Million
-35,412 Reduced 51.21%
33,739 $1.89 Million
Q3 2021

Nov 01, 2021
SELL
$56.59 - $57.62 $7.49 Million - $7.63 Million
-132,393 Reduced 65.69%
69,151 $3.92 Million
Q2 2021

Jul 21, 2021
SELL
$56.38 - $57.16 $1.47 Million - $1.49 Million
-26,074 Reduced 11.46%
201,544 $11.5 Million
Q1 2021

Apr 27, 2021
BUY
$56.41 - $58.25 $1.37 Million - $1.42 Million
24,359 Added 11.98%
227,618 $12.8 Million
Q4 2020

Feb 01, 2021
BUY
$57.98 - $58.64 $1.76 Million - $1.78 Million
30,362 Added 17.56%
203,259 $11.8 Million
Q3 2020

Nov 06, 2020
BUY
$58.56 - $58.96 $4.79 Million - $4.82 Million
81,786 Added 89.77%
172,897 $10.1 Million
Q2 2020

Aug 05, 2020
BUY
$58.18 - $58.86 $5.3 Million - $5.36 Million
91,111 New
91,111 $5.36 Million
Q1 2020

May 07, 2020
SELL
$55.04 - $58.78 $315,544 - $336,985
-5,733 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$54.79 - $56.05 $314,111 - $321,334
5,733 New
5,733 $315,000

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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