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 13,857 shares of SCHX stock, worth $329,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,857
Previous 17,562 21.1%
Holding current value
$329,796
Previous $1.13 Million 16.67%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$61.11 - $67.85 $226,412 - $251,384
-3,705 Reduced 21.1%
13,857 $940,000
Q2 2024

Aug 12, 2024

BUY
$58.7 - $64.78 $66,331 - $73,201
1,130 Added 6.88%
17,562 $1.13 Million
Q1 2024

May 15, 2024

SELL
$55.41 - $62.08 $43.3 Million - $48.5 Million
-781,647 Reduced 97.94%
16,432 $1.02 Million
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $3.8 Million - $4.43 Million
-78,344 Reduced 8.94%
798,079 $45 Million
Q3 2023

Oct 11, 2023

SELL
$50.36 - $54.21 $11.9 Million - $12.8 Million
-236,431 Reduced 21.25%
876,423 $44.3 Million
Q2 2023

Jul 10, 2023

SELL
$47.67 - $52.37 $698,127 - $766,958
-14,645 Reduced 1.3%
1,112,854 $58.3 Million
Q1 2023

Apr 14, 2023

BUY
$44.78 - $49.41 $2.03 Million - $2.24 Million
45,377 Added 4.19%
1,127,499 $54.5 Million
Q4 2022

Jan 31, 2023

SELL
$42.25 - $48.16 $2.58 Million - $2.94 Million
-61,030 Reduced 5.34%
1,082,122 $48.9 Million
Q3 2022

Oct 25, 2022

BUY
$42.35 - $51.01 $17.2 Million - $20.7 Million
406,662 Added 55.22%
1,143,152 $48.4 Million
Q2 2022

Aug 03, 2022

BUY
$43.35 - $54.51 $24.5 Million - $30.8 Million
565,562 Added 330.88%
736,490 $32.9 Million
Q1 2022

Apr 18, 2022

BUY
$49.51 - $57.27 $5.1 Million - $5.9 Million
102,950 Added 151.45%
170,928 $9.2 Million
Q4 2021

Jan 20, 2022

BUY
$51.9 - $57.29 $736,461 - $812,945
14,190 Added 26.38%
67,978 $7.74 Million
Q3 2021

Nov 01, 2021

SELL
$51.52 - $54.94 $3.43 Million - $3.65 Million
-66,490 Reduced 55.28%
53,788 $5.6 Million
Q2 2021

Jul 21, 2021

BUY
$48.62 - $52.01 $2.46 Million - $2.63 Million
50,599 Added 72.62%
120,278 $12.5 Million
Q1 2021

Apr 27, 2021

BUY
$44.9 - $48.34 $2.59 Million - $2.79 Million
57,746 Added 483.92%
69,679 $6.69 Million
Q4 2020

Feb 01, 2021

BUY
$39.35 - $45.48 $37,697 - $43,569
958 Added 8.73%
11,933 $1.09 Million
Q3 2020

Nov 06, 2020

SELL
$37.26 - $43.03 $31,223 - $36,059
-838 Reduced 7.09%
10,975 $885,000
Q2 2020

Aug 05, 2020

SELL
$29.25 - $38.76 $87,867 - $116,435
-3,004 Reduced 20.27%
11,813 $875,000
Q1 2020

May 07, 2020

SELL
$26.61 - $40.52 $9,526 - $14,506
-358 Reduced 2.36%
14,817 $908,000
Q4 2019

Jan 15, 2020

BUY
$34.42 - $38.54 $97,821 - $109,530
2,842 Added 23.04%
15,175 $1.17 Million
Q3 2019

Nov 05, 2019

SELL
$35.28 - $36.01 $135,792 - $138,602
-3,849 Reduced 23.79%
12,333 $875,000
Q2 2019

Jul 22, 2019

SELL
N/A
-13,175 Reduced 44.88%
16,182 $1.14 Million
Q1 2019

May 14, 2019

SELL
N/A
-16,767 Reduced 36.35%
29,357 $1.99 Million
Q4 2018

Feb 15, 2019

BUY
N/A
10,135 Added 28.16%
46,124 $2.75 Million
Q3 2018

Nov 14, 2018

BUY
N/A
14,853 Added 70.27%
35,989 $2.5 Million
Q2 2018

Aug 15, 2018

BUY
N/A
12,898 Added 156.57%
21,136 $1.37 Million
Q1 2018

May 14, 2018

SELL
N/A
-257 Reduced 3.03%
8,238 $520,000
Q4 2017

Feb 06, 2018

BUY
N/A
8,495
8,495 $542,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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