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
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio