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Disclosery

AE Wealth Management LLC: SCHV position timeline

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

AE Wealth Management LLC held 88,685 SCHV 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 88,685 shares
    Change vs previous 13F +5,788 shares

    0.01% of the 13F portfolio, value $3,087,128.

    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 82,897 shares
    Change vs previous 13F +4,556 shares

    0.01% of the 13F portfolio, value $2,528,336.

    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 78,341 shares
    Change vs previous 13F -12,066 shares

    0.01% of the 13F portfolio, value $2,319,675.

    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 90,407 shares
    Change vs previous 13F +6,912 shares

    0.02% of the 13F portfolio, value $2,631,745.

    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 83,495 shares
    Change vs previous 13F +43,969 shares

    0.02% of the 13F portfolio, value $2,310,310.

    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 39,526 shares
    Change vs previous 13F -3,536 shares

    0.01% of the 13F portfolio, value $1,050,612.

    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 43,062 shares
    Change vs previous 13F +28,561 shares

    0.01% of the 13F portfolio, value $1,122,624.

    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 14,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,165,404.

    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).