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

About SCHWAB STRATEGIC TR US LARGE-C


  • 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.