New Edge Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,495 shares of SCHY stock, worth $84,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,495
Previous 3,423
2.1%
Holding current value
$84,159
Previous $80,000
13.75%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
134Shares Held
9.25MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.7 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.1 Million1.72% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.08 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.89 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$6.09 Million0.01% of portfolio