New Edge Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,634 shares of SCHB stock, worth $323,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,634
Previous 4,543 200.11%
Holding current value
$323,807
Previous $302,000 2.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
$22.01 - $66.82 $200,092 - $607,460
9,091 Added 200.11%
13,634 $309,000
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $395,058 - $438,499
-6,592 Reduced 59.2%
4,543 $302,000
Q2 2024

Aug 01, 2024
SELL
$57.57 - $63.3 $59,700 - $65,642
-1,037 Reduced 8.52%
11,135 $700,000
Q1 2024

May 06, 2024
BUY
$54.61 - $61.05 $416,783 - $465,933
7,632 Added 168.11%
12,172 $743,000
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $216,149 - $253,831
4,540 New
4,540 $252,000

Others Institutions Holding SCHB

# of Institutions
1,259
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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