Skip to content
Disclosery

AE Wealth Management LLC: SCHZ position timeline

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

AE Wealth Management LLC held 429,753 SCHZ 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 429,753 shares
    Change vs previous 13F +50,227 shares

    0.05% of the 13F portfolio, value $9,940,178.

    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 379,526 shares
    Change vs previous 13F +15,554 shares

    0.05% of the 13F portfolio, value $8,812,584.

    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 363,972 shares
    Change vs previous 13F -43,205 shares

    0.05% of the 13F portfolio, value $8,506,017.

    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 407,177 shares
    Change vs previous 13F +37,834 shares

    0.06% of the 13F portfolio, value $9,556,433.

    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 369,343 shares
    Change vs previous 13F +15,754 shares

    0.06% of the 13F portfolio, value $8,583,539.

    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 353,589 shares
    Change vs previous 13F +22,761 shares

    0.07% of the 13F portfolio, value $8,189,110.

    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 330,828 shares
    Change vs previous 13F +183,900 shares

    0.06% of the 13F portfolio, value $7,509,797.

    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 146,928 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,982,013.

    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).