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AE Wealth Management LLC: SCHX position timeline

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

AE Wealth Management LLC held 112,403 SCHX 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 112,403 shares
    Change vs previous 13F -156,940 shares

    0.02% of the 13F portfolio, value $3,308,042.

    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 269,343 shares
    Change vs previous 13F +1,410 shares

    0.04% of the 13F portfolio, value $6,905,967.

    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 267,933 shares
    Change vs previous 13F +173,975 shares

    0.04% of the 13F portfolio, value $7,210,085.

    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 93,958 shares
    Change vs previous 13F +26,564 shares

    0.02% of the 13F portfolio, value $2,474,847.

    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 67,394 shares
    Change vs previous 13F -396,520 shares

    0.01% of the 13F portfolio, value $1,647,113.

    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 463,914 shares
    Change vs previous 13F +231,869 shares

    0.09% of the 13F portfolio, value $10,243,231.

    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 232,045 shares
    Change vs previous 13F +218,188 shares

    0.05% of the 13F portfolio, value $5,378,812.

    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 13,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $940,188.

    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).