New Edge Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 883 shares of SCHH stock, worth $18,719. This represents 0.0% of its overall portfolio holdings.
Number of Shares
883
Previous 1,341
34.15%
Holding current value
$18,719
Previous $28,000
32.14%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
601Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio