Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Atlantic Edge Private Wealth Management, LLC
- $327 Billion
- Q1 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 608 shares of SCHG stock, worth $16,908. This represents 0.0% of its overall portfolio holdings.
Number of Shares
608
Previous 782
22.25%
Holding current value
$16,908
Previous $21.8 Million
30.21%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.34 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.15 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.06 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$684 Million0.25% of portfolio