Atlantic Edge Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 131 shares of SCHM stock, worth $3,653. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131
Previous 131
-0.0%
Holding current value
$3,653
Previous $10.2 Million
6.76%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$723 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.9 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.1 Million0.18% of portfolio