Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Atlantic Edge Private Wealth Management, LLC

$323 Billion
Q4 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$27.45 - $55.56 $0 - $0	0 New	0 $1,000
Q3 2024 Nov 06, 2024	BUY	$49.82 - $55.29 $0 - $0	0 New	0 $1,000
Q2 2024 Jul 26, 2024	SELL	$47.83 - $52.72 $286 - $316	-6 Closed	0 $1,000
Q4 2023 Feb 08, 2024	BUY	$39.52 - $46.21 $237 - $277	6 New	6 $293,000

Others Institutions Holding SCHK

# of Institutions

189

Shares Held

45.1M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$837 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.1 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.4 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.2 Million
6.53% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

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.

Account