A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Edge Wealth, LLC holds 35,940 shares of SCHG stock, worth $963,910. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,940
Previous 8,985 300.0%
Holding current value
$963,910
Previous $936,000 6.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 04, 2025

BUY
$25.93 - $105.3 $698,943 - $2.84 Million
26,955 Added 300.0%
35,940 $1 Million
Q1 2024

May 06, 2024

BUY
$80.6 - $93.32 $724,191 - $838,480
8,985 New
8,985 $833,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

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

News

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