AE Wealth Management LLC's ownership history for SCHW

AE Wealth Management LLC currently holds 99.8K shares with a market value of $9.5M. It started holding SCHW on 2024-09-30. At its peak, it held 99.8K shares on 2025-09-30. Its highest holding value was $9.5M on 2025-09-30. At its lowest, it held 40.2K shares on 2024-12-31, with a value of $3.0M on 2024-12-31. In the recent 180 days, AE Wealth Management LLC has increased its shares by 58.5K. In the recent year, AE Wealth Management LLC has increased its shares by 46.6K.