Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 615 shares of SCHA stock, worth $30,983. This represents 0.01% of its overall portfolio holdings.
Number of Shares
615
Previous 614
0.16%
Holding current value
$30,983
Previous $30.2 Million
3.48%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$602 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$530 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$371 Million0.51% of portfolio