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

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$26.53 - $29.63 $0 - $0	0 New	0 $1,000
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

205

Shares Held

70.1M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.27 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$184 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$117 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.4 Million
5.8% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$51.8 Million
5.64% of portfolio

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