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

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024

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 196 shares of SCHG stock, worth $5,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares
196
Previous 195 0.51%
Holding current value
$5,370
Previous $19.7 Million 3.53%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$92.63 - $105.69 $92 - $105
1 Added 0.51%
196 $20.4 Million
Q4 2023

Feb 08, 2024
BUY
$70.08 - $83.37 $13,665 - $16,257
195 New
195 $16.2 Million

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email