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Disclosery

AE Wealth Management LLC: SCHG position timeline

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

AE Wealth Management LLC held 406,437 SCHG 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 406,437 shares
    Change vs previous 13F +12,012 shares

    0.06% of the 13F portfolio, value $13,753,829.

    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 394,425 shares
    Change vs previous 13F +42,952 shares

    0.06% of the 13F portfolio, value $11,489,582.

    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 351,473 shares
    Change vs previous 13F -9,558 shares

    0.07% of the 13F portfolio, value $11,465,033.

    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 361,031 shares
    Change vs previous 13F +25,043 shares

    0.07% of the 13F portfolio, value $11,520,485.

    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 335,988 shares
    Change vs previous 13F +89,025 shares

    0.07% of the 13F portfolio, value $9,814,210.

    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 246,963 shares
    Change vs previous 13F -53,359 shares

    0.05% of the 13F portfolio, value $6,183,945.

    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 300,322 shares
    Change vs previous 13F +221,386 shares

    0.07% of the 13F portfolio, value $8,369,955.

    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 78,936 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,223,594.

    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).