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

Atlantic Edge Private Wealth Management, LLC

$365 Billion
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$23.87 - $29.82 $0 - $0	0 New	0 $1,000
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

235

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

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

46.6M
Shares

$1.5 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$215 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$132 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$99.8 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$78.7 Million
5.96% of portfolio

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