New Edge Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, New Edge Advisors, LLC holds 131,888 shares of SCHM stock, worth $3.45 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
131,888
Previous 48,833
170.08%
Holding current value
$3.45 Million
Previous $4.06 Million
9.93%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio