Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $299 Billion
  • Q2 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 350 shares of SCHX stock, worth $8,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 349 0.29%
Holding current value
$8,022
Previous $21.7 Million 3.83%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$58.7 - $64.78 $58 - $64
1 Added 0.29%
350 $22.5 Million
Q1 2024

May 08, 2024
SELL
$55.41 - $62.08 $35,794 - $40,103
-646 Reduced 64.92%
349 $21.7 Million
Q4 2023

Feb 08, 2024
BUY
$48.47 - $56.6 $48,227 - $56,317
995 New
995 $56.1 Million

Others Institutions Holding SCHX

# of Institutions
1,332
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email