Atlantic Edge Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 131 shares of SCHM stock, worth $3,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131
Previous 131
-0.0%
Holding current value
$3,661
Previous $10.7 Million
4.42%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.2MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio