New Edge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Edge Advisors, LLC holds 486,827 shares of SCHX stock, worth $11.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
486,827
Previous 155,407 213.26%
Holding current value
$11.4 Million
Previous $10.5 Million 7.02%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $7.42 Million - $22.6 Million
331,420 Added 213.26%
486,827 $11.3 Million
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $947,693 - $1.05 Million
15,508 Added 11.09%
155,407 $10.5 Million
Q2 2024

Aug 15, 2024
BUY
$58.7 - $64.78 $2.22 Million - $2.45 Million
37,796 Added 37.02%
139,899 $8.99 Million
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $733,739 - $822,063
13,242 Added 14.9%
102,103 $6.34 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $2.94 Million - $3.44 Million
60,718 Added 215.75%
88,861 $5.01 Million
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $129,878 - $139,807
2,579 Added 10.09%
28,143 $1.42 Million
Q2 2023

Aug 14, 2023
BUY
$47.67 - $52.37 $20,355 - $22,361
427 Added 1.7%
25,564 $1.34 Million
Q1 2023

May 12, 2023
BUY
$44.78 - $49.41 $273,919 - $302,240
6,117 Added 32.16%
25,137 $1.22 Million
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $31,053 - $35,397
735 Added 4.02%
19,020 $858,000
Q3 2022

Nov 14, 2022
SELL
$42.35 - $51.01 $285,142 - $343,450
-6,733 Reduced 26.91%
18,285 $774,000
Q2 2022

Aug 09, 2022
BUY
$43.35 - $54.51 $120,686 - $151,755
2,784 Added 12.52%
25,018 $1.12 Million
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $480,346 - $555,633
9,702 Added 77.42%
22,234 $1.2 Million
Q4 2021

Feb 17, 2022
BUY
$51.9 - $57.29 $127,829 - $141,105
2,463 Added 24.46%
12,532 $1.43 Million
Q3 2021

Oct 29, 2021
BUY
$51.52 - $54.94 $185,059 - $197,344
3,592 Added 55.46%
10,069 $1.05 Million
Q2 2021

Jul 22, 2021
SELL
$48.62 - $52.01 $6,320 - $6,761
-130 Reduced 1.97%
6,477 $674,000
Q1 2021

Apr 26, 2021
BUY
$44.9 - $48.34 $296,654 - $319,382
6,607 New
6,607 $634,000

Others Institutions Holding SCHX

# of Institutions
1,470
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email