New Edge Advisors, LLC Schwab Strategic Tr Long Term Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, New Edge Advisors, LLC holds 278 shares of SCHQ stock, worth $9,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares

278

Previous 6,315 95.6%

Holding current value

$9,079

Previous $220,000 96.36%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$31.33 - $35.13 $189,139 - $212,079	-6,037 Reduced 95.6%	278 $8,000
Q3 2024 Nov 14, 2024	SELL	$32.17 - $35.98 $3.64 Million - $4.07 Million	-113,079 Reduced 94.71%	6,315 $220,000
Q2 2024 Aug 15, 2024	SELL	$31.45 - $33.71 $755,680 - $809,983	-24,028 Reduced 16.75%	119,394 $3.92 Million
Q1 2024 May 14, 2024	BUY	$32.9 - $35.0 $2.31 Million - $2.46 Million	70,184 Added 95.83%	143,422 $4.84 Million
Q4 2023 Feb 13, 2024	BUY	$29.71 - $35.56 $880,663 - $1.05 Million	29,642 Added 67.99%	73,238 $2.57 Million
Q3 2023 Nov 14, 2023	BUY	$31.58 - $36.29 $1.37 Million - $1.57 Million	43,322 Added 15810.95%	43,596 $1.38 Million
Q1 2023 May 12, 2023	SELL	$35.08 - $38.26 $841 - $918	-24 Reduced 8.05%	274 $10,000
Q4 2022 Feb 14, 2023	BUY	$32.86 - $38.38 $9,792 - $11,437	298 New	298 $10,000

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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New Edge Advisors, LLC Schwab Strategic Tr Long Term Transaction History