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AE Wealth Management LLC: SCHP position timeline

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

AE Wealth Management LLC held 143,731 SCHP 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 143,731 shares
    Change vs previous 13F -77,179 shares

    0.02% of the 13F portfolio, value $3,808,870.

    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 220,910 shares
    Change vs previous 13F +170,150 shares

    0.03% of the 13F portfolio, value $5,878,416.

    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 50,760 shares
    Change vs previous 13F +1,595 shares

    0.01% of the 13F portfolio, value $1,344,648.

    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 49,165 shares
    Change vs previous 13F +5,035 shares

    0.01% of the 13F portfolio, value $1,325,009.

    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 44,130 shares
    Change vs previous 13F +2,770 shares

    0.01% of the 13F portfolio, value $1,177,386.

    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 41,360 shares
    Change vs previous 13F -97,789 shares

    0.01% of the 13F portfolio, value $1,112,183.

    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 139,149 shares
    Change vs previous 13F +99,517 shares

    0.03% of the 13F portfolio, value $3,594,203.

    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 39,632 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,125,494.

    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).