US Equity 2 ETF (AAEQ)
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Latest 351 Exchange Trick? A $150,000 Minimum
Yahoo Finance· 2025-10-29 10:10
Sometimes less really is more. In the case of the relatively new world of 351 exchange ETFs, it’s a matter of $1 million or more versus just $150,000. That latter is the new minimum Alpha Architect this week announced for its upcoming US Equity 2 ETF (AAEQ), which is slated to begin trading before the end of the year. But to be more precise, it’s the minimum available to Schwab-custodied accounts. Fidelity clients aren’t so lucky, as the minimum for them is currently $5 million. And it’s generally $1 mill ...