Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025

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 1,000 shares of SCHA stock, worth $28,260. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,230 18.7%
Holding current value
$28,260
Previous $28.8 Million 12.21%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$20.42 - $25.3 $4,696 - $5,819
-230 Reduced 18.7%
1,000 $25.3 Million
Q4 2024

Jan 29, 2025
BUY
$25.33 - $51.16 $15,577 - $31,463
615 Added 100.0%
1,230 $31.8 Million
Q2 2024

Jul 26, 2024
BUY
$45.24 - $49.04 $45 - $49
1 Added 0.16%
615 $29.2 Million
Q4 2023

Feb 08, 2024
BUY
$38.13 - $48.02 $23,411 - $29,484
614 New
614 $29 Million

Others Institutions Holding SCHA

# of Institutions
1,277
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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