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Disclosery

AE Wealth Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SCHD, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 359,359 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,359 shares
    Change vs previous 13F +54,324 shares

    0.05% of the 13F portfolio, value $11,395,283.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 305,035 shares
    Change vs previous 13F -139,135 shares

    0.05% of the 13F portfolio, value $9,358,498.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 444,170 shares
    Change vs previous 13F +128,220 shares

    0.07% of the 13F portfolio, value $12,183,624.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 315,950 shares
    Change vs previous 13F -5,154 shares

    0.05% of the 13F portfolio, value $8,625,448.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 321,104 shares
    Change vs previous 13F +37,403 shares

    0.06% of the 13F portfolio, value $8,509,225.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 283,701 shares
    Change vs previous 13F +8,532 shares

    0.07% of the 13F portfolio, value $7,932,257.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 275,169 shares
    Change vs previous 13F +130,172 shares

    0.06% of the 13F portfolio, value $7,517,622.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 144,997 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,256,611.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).