AE Wealth Management LLC
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1697723
TOPEKA, KS
All Filings in SMBS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $6,234 | 244 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 SMBS | $6,316 | 246 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SMBS | $5,296 | 206 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||