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 94,496 shares of SCHV stock, worth $2.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
94,496
Previous 88,259 7.07%
Holding current value
$2.74 Million
Previous $2.44 Million 12.61%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 07, 2025

BUY
$27.61 - $29.15 $172,203 - $181,808
6,237 Added 7.07%
94,496 $2.75 Million
Q2 2025

Aug 11, 2025

BUY
$23.55 - $27.67 $2.08 Million - $2.44 Million
88,259 New
88,259 $2.44 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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.