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AE Wealth Management LLC: SCHF position timeline

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

AE Wealth Management LLC held 185,351 SCHF 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 185,351 shares
    Change vs previous 13F -737,565 shares

    0.02% of the 13F portfolio, value $5,134,229.

    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 922,916 shares
    Change vs previous 13F -543,508 shares

    0.12% of the 13F portfolio, value $22,842,182.

    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 1,466,424 shares
    Change vs previous 13F -232,566 shares

    0.2% of the 13F portfolio, value $35,252,870.

    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 1,698,990 shares
    Change vs previous 13F -311,904 shares

    0.25% of the 13F portfolio, value $39,552,493.

    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 2,010,894 shares
    Change vs previous 13F +770,917 shares

    0.32% of the 13F portfolio, value $44,440,770.

    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 1,239,977 shares
    Change vs previous 13F -284,256 shares

    0.21% of the 13F portfolio, value $24,526,749.

    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 1,524,233 shares
    Change vs previous 13F +796,118 shares

    0.24% of the 13F portfolio, value $28,198,306.

    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 728,115 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $29,940,084.

    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).