New Edge Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, New Edge Wealth, LLC holds 14,136 shares of SCHM stock, worth $412,205. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,136
Previous 14,481 2.38%
Holding current value
$412,205
Previous $406,000 2.96%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$28.15 - $30.13 $9,711 - $10,394
-345 Reduced 2.38%
14,136 $418,000
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $331,904 - $406,192
14,481 New
14,481 $406,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email