AE Wealth Management LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1697723
TOPEKA, KS
All Filings in SCHQ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $3,268 | 104 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 SCHQ | $4,216 | 133 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SCHQ | $226 | 7 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SCHQ | $223 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 SCHQ | $491 | 15 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SCHQ | $220 | 7 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||