New Edge Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, New Edge Advisors, LLC holds 124,710 shares of SCHB stock, worth $2.9 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
124,710
Previous 119,406
4.44%
Holding current value
$2.9 Million
Previous $7.51 Million
10.5%
% of portfolio
0.06%
Previous 0.06%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio