New Edge Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

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 151,399 shares of SCHX stock, worth $4.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
151,399
Previous 152,216 0.54%
Holding current value
$4.02 Million
Previous $3.72 Million 7.18%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 07, 2025
SELL
$24.46 - $26.5 $19,983 - $21,650
-817 Reduced 0.54%
151,399 $3.99 Million
Q2 2025

Aug 11, 2025
BUY
$19.6 - $24.44 $2.2 Million - $2.74 Million
111,994 Added 278.44%
152,216 $3.72 Million
Q1 2025

May 09, 2025
BUY
$21.75 - $24.28 $874,828 - $976,590
40,222 New
40,222 $888,000

Others Institutions Holding SCHX

# of Institutions
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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